ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,314 | -6.2% | 25,525 | -6.5% | 0.15% | -1.3% |
| Q2 2023 | $690,164 | -5.2% | 27,290 | -5.6% | 0.15% | -10.8% |
| Q1 2023 | $728,243 | +1.2% | 28,910 | +0.6% | 0.17% | 0.0% |
| Q4 2022 | $719,613 | +11.2% | 28,750 | +10.8% | 0.17% | +7.1% |
| Q3 2022 | $647,000 | +7.5% | 25,950 | +8.1% | 0.16% | +18.2% |
| Q2 2022 | $602,000 | +36.5% | 23,995 | +37.6% | 0.13% | +59.0% |
| Q1 2022 | $441,000 | -26.5% | 17,436 | -25.4% | 0.08% | -19.4% |
| Q4 2021 | $600,000 | +21.0% | 23,359 | +22.3% | 0.10% | +8.4% |
| Q3 2021 | $496,000 | -0.4% | 19,096 | 0.0% | 0.10% | -3.1% |
| Q2 2021 | $498,000 | -19.0% | 19,096 | -18.8% | 0.10% | -25.8% |
| Q1 2021 | $615,000 | +77.2% | 23,511 | +77.8% | 0.13% | +63.0% |
| Q4 2020 | $347,000 | 0.0% | 13,220 | 0.0% | 0.08% | -11.0% |
| Q3 2020 | $347,000 | – | 13,220 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 408,854 | $10,303,130 | 13.60% |
| Paradigm, Strategies in Wealth Management, LLC | 553,890 | $13,952,477 | 10.98% |
| American Planning Services, Inc. | 536,389 | $13,511,639 | 9.16% |
| Ruggaard & Associates LLC | 466,373 | $11,747,939 | 7.25% |
| NovaPoint Capital, LLC | 653,532 | $16,462,461 | 6.74% |
| PFG Private Wealth Management, LLC | 294,346 | $7,414,586 | 4.71% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 209,549 | $5,278,543 | 4.67% |
| Windsor Capital Management, LLC | 526,520 | $13,263,033 | 4.56% |
| Keeler Thomas Management LLC | 381,152 | $9,601,220 | 4.51% |
| Reliant Wealth Planning | 243,667 | $6,137,972 | 3.80% |