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 | $869 | +33.1% | 34,249 | +32.7% | 0.21% | +35.5% |
| Q2 2023 | $653 | +2.0% | 25,802 | +1.6% | 0.15% | -2.6% |
| Q1 2023 | $640 | +7.2% | 25,406 | +6.5% | 0.16% | -0.6% |
| Q4 2022 | $597 | -99.9% | 23,860 | +4.6% | 0.16% | -8.2% |
| Q3 2022 | $569,000 | +4.6% | 22,812 | +5.2% | 0.17% | +6.9% |
| Q2 2022 | $544,000 | +12.9% | 21,686 | +13.7% | 0.16% | +14.3% |
| Q1 2022 | $482,000 | +104.2% | 19,074 | +107.7% | 0.14% | +84.2% |
| Q4 2021 | $236,000 | +4.9% | 9,185 | +5.9% | 0.08% | -44.5% |
| Q3 2021 | $225,000 | +7.7% | 8,673 | +8.3% | 0.14% | -4.9% |
| Q2 2021 | $209,000 | -51.7% | 8,005 | -51.7% | 0.14% | -56.2% |
| Q1 2021 | $433,000 | +112.3% | 16,557 | +112.8% | 0.33% | +108.2% |
| Q4 2020 | $204,000 | +27.5% | 7,781 | +27.7% | 0.16% | +19.7% |
| Q3 2020 | $160,000 | +8.1% | 6,091 | +7.6% | 0.13% | +7.3% |
| Q2 2020 | $148,000 | +21.3% | 5,659 | +15.7% | 0.12% | -3.1% |
| Q1 2020 | $122,000 | +3.4% | 4,893 | +6.3% | 0.13% | -47.3% |
| Q4 2019 | $118,000 | +2.6% | 4,602 | +2.6% | 0.24% | -3.2% |
| Q3 2019 | $115,000 | +11.7% | 4,486 | +10.9% | 0.25% | 0.0% |
| Q2 2019 | $103,000 | -69.6% | 4,046 | -70.2% | 0.25% | -84.6% |
| Q1 2019 | $339,000 | – | 13,571 | – | 1.62% | – |
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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% |