ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,517 | -67.9% | 59,835 | -67.9% | 0.01% | -62.5% |
| Q2 2023 | $4,721 | -0.2% | 186,657 | -0.6% | 0.02% | -15.8% |
| Q1 2023 | $4,730 | -7.1% | 187,764 | -7.7% | 0.02% | -5.0% |
| Q4 2022 | $5,091 | -99.9% | 203,411 | +0.3% | 0.02% | -9.1% |
| Q3 2022 | $5,060,000 | +1.2% | 202,793 | +1.7% | 0.02% | -4.3% |
| Q2 2022 | $5,000,000 | -4.4% | 199,374 | -3.7% | 0.02% | +4.5% |
| Q1 2022 | $5,232,000 | -0.6% | 206,943 | +0.9% | 0.02% | +10.0% |
| Q4 2021 | $5,266,000 | +9.4% | 205,153 | +10.8% | 0.02% | -4.8% |
| Q3 2021 | $4,812,000 | +6.5% | 185,082 | +6.8% | 0.02% | +5.0% |
| Q2 2021 | $4,518,000 | +19.5% | 173,257 | +19.7% | 0.02% | +11.1% |
| Q1 2021 | $3,782,000 | +10.4% | 144,690 | +11.0% | 0.02% | +5.9% |
| Q4 2020 | $3,426,000 | +1.9% | 130,401 | +1.8% | 0.02% | -10.5% |
| Q3 2020 | $3,361,000 | +1.3% | 128,135 | +1.3% | 0.02% | -9.5% |
| Q2 2020 | $3,319,000 | +13.5% | 126,531 | +8.1% | 0.02% | -8.7% |
| Q1 2020 | $2,925,000 | +5.6% | 117,016 | +8.0% | 0.02% | +27.8% |
| Q4 2019 | $2,770,000 | +12.1% | 108,387 | +12.2% | 0.02% | 0.0% |
| Q3 2019 | $2,472,000 | +6.7% | 96,577 | +5.9% | 0.02% | 0.0% |
| Q2 2019 | $2,317,000 | +11.3% | 91,174 | +9.6% | 0.02% | +5.9% |
| Q1 2019 | $2,081,000 | – | 83,190 | – | 0.02% | – |
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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% |