ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,055 | -53.4% | 22,299 | -53.5% | 0.01% | -10.0% |
| Q2 2023 | $1,211,322 | +99.3% | 47,978 | +100.0% | 0.01% | 0.0% |
| Q1 2023 | $607,695 | +5.4% | 23,989 | +3.9% | 0.01% | 0.0% |
| Q4 2022 | $576,823 | -1.9% | 23,099 | -1.9% | 0.01% | 0.0% |
| Q3 2022 | $588,000 | -5.2% | 23,544 | -4.3% | 0.01% | +11.1% |
| Q1 2022 | $620,000 | -4.9% | 24,607 | -3.5% | 0.01% | -18.2% |
| Q4 2021 | $652,000 | +9.0% | 25,504 | +10.5% | 0.01% | +10.0% |
| Q3 2021 | $598,000 | -51.1% | 23,085 | -50.9% | 0.01% | -37.5% |
| Q2 2021 | $1,222,000 | +97.4% | 47,002 | +98.0% | 0.02% | -5.9% |
| Q1 2021 | $619,000 | +40.4% | 23,736 | +40.8% | 0.02% | 0.0% |
| Q4 2020 | $441,000 | – | 16,863 | – | 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% |