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 | $1,949 | -46.1% | 76,840 | -46.3% | 0.08% | -45.7% |
| Q2 2023 | $3,616 | -34.2% | 142,976 | -34.5% | 0.14% | -40.0% |
| Q1 2023 | $5,499 | -34.1% | 218,303 | -34.5% | 0.23% | -38.7% |
| Q4 2022 | $8,347 | -99.9% | 333,475 | -14.8% | 0.38% | -23.5% |
| Q3 2022 | $9,769,000 | -3.4% | 391,530 | -2.9% | 0.49% | +0.2% |
| Q2 2022 | $10,117,000 | -2.4% | 403,209 | -1.7% | 0.49% | +5.6% |
| Q1 2022 | $10,369,000 | +4.0% | 410,147 | +5.6% | 0.46% | +4.3% |
| Q4 2021 | $9,966,000 | +0.2% | 388,241 | +1.4% | 0.44% | -11.2% |
| Q3 2021 | $9,951,000 | +8.8% | 382,739 | +9.1% | 0.50% | +7.3% |
| Q2 2021 | $9,150,000 | -14.1% | 350,901 | -13.9% | 0.47% | -18.7% |
| Q1 2021 | $10,649,000 | +15.0% | 407,379 | +15.5% | 0.57% | +4.2% |
| Q4 2020 | $9,263,000 | +2.1% | 352,590 | +2.0% | 0.55% | -9.5% |
| Q3 2020 | $9,070,000 | +222.9% | 345,773 | +222.9% | 0.61% | +198.0% |
| Q2 2020 | $2,809,000 | +149.7% | 107,074 | +137.9% | 0.20% | +112.5% |
| Q1 2020 | $1,125,000 | -61.9% | 45,011 | -61.0% | 0.10% | -53.8% |
| Q4 2019 | $2,951,000 | +22.3% | 115,444 | +22.5% | 0.21% | +10.1% |
| Q3 2019 | $2,412,000 | +5.3% | 94,216 | +4.5% | 0.19% | -1.6% |
| Q2 2019 | $2,290,000 | -37.1% | 90,138 | -38.0% | 0.19% | -41.8% |
| Q1 2019 | $3,639,000 | -33.4% | 145,496 | -35.6% | 0.33% | -41.7% |
| Q4 2018 | $5,462,000 | -3.9% | 225,816 | -3.4% | 0.57% | +6.0% |
| Q3 2018 | $5,682,000 | +8.7% | 233,815 | +8.7% | 0.53% | +3.9% |
| Q2 2018 | $5,225,000 | +1.4% | 215,179 | +2.2% | 0.51% | -1.9% |
| Q1 2018 | $5,153,000 | – | 210,482 | – | 0.52% | – |
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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% |