ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 215 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28 | -9.7% | 1,102 | -9.2% | 0.01% | -14.3% |
| Q2 2023 | $31 | -13.9% | 1,214 | -14.1% | 0.01% | -12.5% |
| Q1 2023 | $36 | -80.5% | 1,414 | -80.9% | 0.02% | -82.8% |
| Q4 2022 | $185 | -99.9% | 7,404 | -8.1% | 0.09% | -7.0% |
| Q3 2022 | $201,000 | -2.0% | 8,056 | -1.6% | 0.10% | +5.3% |
| Q2 2022 | $205,000 | -94.0% | 8,184 | -93.9% | 0.10% | -92.5% |
| Q1 2022 | $3,407,000 | +1.7% | 134,779 | +3.3% | 1.26% | +7.7% |
| Q4 2021 | $3,349,000 | -5.1% | 130,477 | -3.9% | 1.17% | -8.2% |
| Q3 2021 | $3,530,000 | -1.6% | 135,773 | -1.3% | 1.28% | -2.5% |
| Q2 2021 | $3,587,000 | +2.9% | 137,569 | +3.2% | 1.31% | -1.6% |
| Q1 2021 | $3,485,000 | +4.1% | 133,318 | +4.7% | 1.33% | +3.9% |
| Q4 2020 | $3,347,000 | +5.4% | 127,393 | +5.2% | 1.28% | -2.7% |
| Q3 2020 | $3,176,000 | +2.5% | 121,098 | +2.5% | 1.32% | -1.6% |
| Q2 2020 | $3,100,000 | +7.9% | 118,175 | +2.8% | 1.34% | -16.0% |
| Q1 2020 | $2,873,000 | +5.0% | 114,907 | +7.4% | 1.59% | +39.0% |
| Q4 2019 | $2,735,000 | +12.5% | 107,015 | +12.7% | 1.14% | +8.6% |
| Q3 2019 | $2,431,000 | +2.6% | 94,955 | +1.8% | 1.05% | +1.5% |
| Q2 2019 | $2,370,000 | +11.2% | 93,286 | +9.5% | 1.04% | +15.1% |
| Q1 2019 | $2,132,000 | +14.0% | 85,230 | +10.2% | 0.90% | +0.4% |
| Q4 2018 | $1,870,000 | +16.1% | 77,313 | +16.7% | 0.90% | +38.4% |
| Q3 2018 | $1,610,000 | +7.3% | 66,250 | +7.2% | 0.65% | +6.9% |
| Q2 2018 | $1,501,000 | +1037.1% | 61,805 | +1044.5% | 0.61% | +983.9% |
| Q1 2018 | $132,000 | – | 5,400 | – | 0.06% | – |
Download | ||||||
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% |