ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,278 | -31.8% | 50,397 | -32.0% | 0.01% | -33.3% |
| Q2 2023 | $1,875 | -1.0% | 74,154 | -1.3% | 0.01% | 0.0% |
| Q1 2023 | $1,893 | -67.3% | 75,131 | -67.5% | 0.01% | -70.0% |
| Q4 2022 | $5,792 | -99.9% | 231,414 | +17.6% | 0.03% | +7.1% |
| Q3 2022 | $4,911,000 | +468.4% | 196,822 | +471.4% | 0.03% | +460.0% |
| Q2 2022 | $864,000 | +3.1% | 34,448 | +3.9% | 0.01% | +25.0% |
| Q1 2022 | $838,000 | +91.8% | 33,156 | +94.8% | 0.00% | +100.0% |
| Q4 2021 | $437,000 | -83.2% | 17,022 | -83.0% | 0.00% | -84.6% |
| Q3 2021 | $2,601,000 | -10.9% | 100,049 | -10.6% | 0.01% | -7.1% |
| Q2 2021 | $2,920,000 | +12.2% | 111,969 | +12.5% | 0.01% | 0.0% |
| Q1 2021 | $2,602,000 | +220.4% | 99,555 | +222.2% | 0.01% | +180.0% |
| Q4 2020 | $812,000 | +14.0% | 30,894 | +13.8% | 0.01% | 0.0% |
| Q3 2020 | $712,000 | 0.0% | 27,148 | -0.0% | 0.01% | 0.0% |
| Q2 2020 | $712,000 | -27.7% | 27,158 | -31.1% | 0.01% | -44.4% |
| Q1 2020 | $985,000 | +37.6% | 39,412 | +40.6% | 0.01% | +50.0% |
| Q4 2019 | $716,000 | +17.2% | 28,031 | +17.4% | 0.01% | +20.0% |
| Q3 2019 | $611,000 | +55.1% | 23,884 | +53.9% | 0.01% | +25.0% |
| Q2 2019 | $394,000 | +58.9% | 15,515 | +56.7% | 0.00% | +100.0% |
| Q1 2019 | $248,000 | – | 9,903 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 447,156 | $11,326,463 | 13.23% |
| American Planning Services, Inc. | 608,756 | $15,438,052 | 10.26% |
| Paradigm, Strategies in Wealth Management, LLC | 498,577 | $12,643,908 | 8.06% |
| Ruggaard & Associates LLC | 474,954 | $12,044,843 | 7.17% |
| PFG Private Wealth Management, LLC | 233,076 | $5,910,812 | 4.39% |
| Windsor Capital Management, LLC | 488,053 | $12,377,036 | 4.28% |
| Keeler Thomas Management LLC | 432,838 | $10,976,973 | 4.06% |
| Summit Asset Management, LLC | 526,777 | $13,359,059 | 3.63% |
| Madden Advisory Services, Inc. | 222,050 | $5,631,189 | 3.56% |
| Reliant Wealth Planning | 250,626 | $6,355,875 | 3.37% |