ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $852,000 | -8.6% | 32,583 | -8.1% | 0.01% | -14.3% |
| Q4 2020 | $932,000 | +5.9% | 35,464 | +5.7% | 0.01% | 0.0% |
| Q3 2020 | $880,000 | -0.7% | 33,539 | -0.7% | 0.01% | -6.7% |
| Q2 2020 | $886,000 | +6.2% | 33,760 | +1.2% | 0.02% | -6.2% |
| Q1 2020 | $834,000 | -31.4% | 33,349 | -30.3% | 0.02% | -15.8% |
| Q4 2019 | $1,216,000 | -0.1% | 47,858 | +0.7% | 0.02% | 0.0% |
| Q3 2019 | $1,217,000 | +0.1% | 47,527 | -0.7% | 0.02% | 0.0% |
| Q2 2019 | $1,216,000 | -37.0% | 47,858 | -38.0% | 0.02% | -42.4% |
| Q1 2019 | $1,930,000 | -32.1% | 77,179 | -34.3% | 0.03% | -37.7% |
| Q4 2018 | $2,841,000 | -1.5% | 117,437 | -1.0% | 0.05% | +8.2% |
| Q3 2018 | $2,884,000 | +12.7% | 118,668 | +12.6% | 0.05% | +8.9% |
| Q2 2018 | $2,558,000 | +1.9% | 105,344 | +2.7% | 0.04% | -2.2% |
| Q1 2018 | $2,510,000 | – | 102,533 | – | 0.05% | – |
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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% |