ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,758,000 | -11.2% | 1,330,146 | -11.5% | 0.06% | -16.0% |
| Q2 2023 | $38,011,000 | -3.4% | 1,502,529 | -3.8% | 0.08% | -12.8% |
| Q1 2023 | $39,359,000 | +35.9% | 1,562,374 | +35.0% | 0.09% | +30.3% |
| Q4 2022 | $28,972,000 | +48.5% | 1,157,220 | +48.0% | 0.07% | +26.9% |
| Q3 2022 | $19,511,000 | +6.9% | 781,994 | +7.5% | 0.05% | +10.6% |
| Q2 2022 | $18,244,000 | -1.4% | 727,485 | -0.6% | 0.05% | +14.6% |
| Q1 2022 | $18,502,000 | -4.1% | 731,823 | -2.6% | 0.04% | -2.4% |
| Q4 2021 | $19,287,000 | -1.3% | 751,475 | +0.1% | 0.04% | -19.2% |
| Q3 2021 | $19,538,000 | +3.0% | 751,038 | +3.4% | 0.05% | -5.5% |
| Q2 2021 | $18,962,000 | -38.7% | 726,641 | -38.5% | 0.06% | -43.9% |
| Q1 2021 | $30,922,000 | -4.0% | 1,182,380 | -3.5% | 0.10% | -26.9% |
| Q4 2020 | $32,198,000 | +105.0% | 1,225,469 | +104.8% | 0.13% | +76.3% |
| Q3 2020 | $15,703,000 | +33.3% | 598,431 | +33.2% | 0.08% | +18.8% |
| Q2 2020 | $11,783,000 | +6.6% | 449,160 | +1.8% | 0.06% | -11.1% |
| Q1 2020 | $11,049,000 | -1.1% | 441,410 | +0.9% | 0.07% | +9.1% |
| Q4 2019 | $11,175,000 | +6.9% | 437,275 | +7.0% | 0.07% | +15.8% |
| Q3 2019 | $10,456,000 | +1.8% | 408,588 | +1.0% | 0.06% | -6.6% |
| Q2 2019 | $10,272,000 | -57.3% | 404,422 | -57.9% | 0.06% | -62.1% |
| Q1 2019 | $24,034,000 | +71.8% | 960,461 | +65.9% | 0.16% | +50.5% |
| Q4 2018 | $13,991,000 | -1.6% | 578,803 | -1.2% | 0.11% | +4.9% |
| Q3 2018 | $14,218,000 | +4.2% | 585,774 | +4.2% | 0.10% | -4.7% |
| Q2 2018 | $13,642,000 | +1.5% | 562,359 | +2.4% | 0.11% | -5.3% |
| Q1 2018 | $13,440,000 | +8.5% | 549,247 | +11.2% | 0.11% | +10.8% |
| Q4 2017 | $12,385,000 | -0.6% | 493,919 | +0.6% | 0.10% | -3.8% |
| Q3 2017 | $12,458,000 | +11.5% | 491,020 | +10.9% | 0.11% | +6.0% |
| Q2 2017 | $11,169,000 | +4.3% | 442,826 | +3.1% | 0.10% | -2.0% |
| Q1 2017 | $10,707,000 | +29.1% | 429,656 | +28.1% | 0.10% | +13.3% |
| Q4 2016 | $8,294,000 | +7.4% | 335,499 | +11.6% | 0.09% | +1.1% |
| Q3 2016 | $7,724,000 | +6.5% | 300,718 | +6.5% | 0.09% | -3.3% |
| Q2 2016 | $7,252,000 | – | 282,263 | – | 0.09% | – |
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% |