ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,065,826 | +2.2% | 1,027,813 | +1.9% | 0.07% | +2.9% |
| Q2 2023 | $25,513,473 | +103600.7% | 1,008,850 | +3.3% | 0.07% | -4.2% |
| Q1 2023 | $24,603 | +9.4% | 976,674 | +8.7% | 0.07% | -1.4% |
| Q4 2022 | $22,494 | -99.7% | 898,691 | +194.1% | 0.07% | +140.0% |
| Q3 2022 | $7,625,000 | +1.2% | 305,612 | +1.8% | 0.03% | -3.2% |
| Q2 2022 | $7,531,000 | +6.1% | 300,176 | +6.9% | 0.03% | +14.8% |
| Q1 2022 | $7,098,000 | +20.1% | 280,777 | +22.0% | 0.03% | +8.0% |
| Q4 2021 | $5,909,000 | +15.0% | 230,174 | +16.4% | 0.02% | -7.4% |
| Q3 2021 | $5,140,000 | -1.4% | 197,693 | -1.1% | 0.03% | -15.6% |
| Q2 2021 | $5,213,000 | +1.7% | 199,917 | +1.9% | 0.03% | -11.1% |
| Q1 2021 | $5,128,000 | +1.1% | 196,161 | +1.6% | 0.04% | -7.7% |
| Q4 2020 | $5,073,000 | +2.5% | 193,111 | +2.4% | 0.04% | -17.0% |
| Q3 2020 | $4,948,000 | -12.6% | 188,648 | -12.6% | 0.05% | -17.5% |
| Q2 2020 | $5,662,000 | +13.3% | 215,844 | +8.0% | 0.06% | -8.1% |
| Q1 2020 | $4,999,000 | +19.9% | 199,945 | +22.6% | 0.06% | +44.2% |
| Q4 2019 | $4,170,000 | -0.0% | 163,129 | +0.1% | 0.04% | -14.0% |
| Q3 2019 | $4,171,000 | +13.2% | 162,938 | +12.3% | 0.05% | +13.6% |
| Q2 2019 | $3,686,000 | +13.8% | 145,061 | +12.0% | 0.04% | -4.3% |
| Q1 2019 | $3,238,000 | +21.5% | 129,468 | +17.6% | 0.05% | -2.1% |
| Q4 2018 | $2,664,000 | -31.2% | 110,116 | -30.9% | 0.05% | -53.0% |
| Q3 2018 | $3,871,000 | -2.3% | 159,296 | -2.4% | 0.10% | -10.7% |
| Q2 2018 | $3,963,000 | +2.6% | 163,235 | +3.5% | 0.11% | -18.8% |
| Q1 2018 | $3,862,000 | +3.0% | 157,770 | +5.5% | 0.14% | -4.8% |
| Q4 2017 | $3,749,000 | -7.1% | 149,560 | -6.0% | 0.14% | -20.3% |
| Q3 2017 | $4,037,000 | +1.9% | 159,119 | +1.3% | 0.18% | -2.2% |
| Q2 2017 | $3,961,000 | -8.0% | 157,144 | -9.1% | 0.19% | -0.5% |
| Q1 2017 | $4,304,000 | +13.6% | 172,808 | +12.8% | 0.19% | +6.9% |
| Q4 2016 | $3,788,000 | +33.9% | 153,229 | +39.1% | 0.18% | +27.7% |
| Q3 2016 | $2,830,000 | – | 110,132 | – | 0.14% | – |
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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% |