ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,039,143 | +38.6% | 119,840 | +38.3% | 0.00% | – |
| Q2 2023 | $2,191,960 | +280.5% | 86,673 | +295.2% | 0.00% | – |
| Q4 2020 | $576,000 | -30.2% | 21,932 | -33.5% | 0.00% | – |
| Q1 2019 | $825,000 | +188.5% | 32,982 | +179.2% | 0.00% | – |
| Q4 2018 | $286,000 | +7.5% | 11,813 | +7.9% | 0.00% | – |
| Q3 2018 | $266,000 | -44.6% | 10,953 | -44.2% | 0.00% | – |
| Q1 2018 | $480,000 | -38.1% | 19,618 | -36.6% | 0.00% | – |
| Q4 2017 | $775,000 | +11.0% | 30,933 | +10.4% | 0.00% | – |
| Q1 2017 | $698,000 | -61.2% | 28,014 | -60.0% | 0.00% | -100.0% |
| Q3 2016 | $1,798,000 | – | 69,951 | – | 0.00% | – |
Download | ||||||
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% |