ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,937,405 | -3.9% | 115,828 | -4.2% | 0.02% | +11.8% |
| Q2 2023 | $3,057,663 | -4.7% | 120,904 | -5.1% | 0.02% | -5.6% |
| Q1 2023 | $3,209,473 | -25.5% | 127,411 | -26.0% | 0.02% | -25.0% |
| Q4 2022 | $4,310,210 | +0.1% | 172,202 | -0.2% | 0.02% | -4.0% |
| Q3 2022 | $4,304,000 | -0.6% | 172,492 | -0.0% | 0.02% | +4.2% |
| Q2 2022 | $4,330,000 | -0.5% | 172,573 | +0.3% | 0.02% | +14.3% |
| Q1 2022 | $4,350,000 | -13.9% | 172,087 | -12.6% | 0.02% | -8.7% |
| Q4 2021 | $5,052,000 | -14.9% | 196,820 | -13.8% | 0.02% | -23.3% |
| Q3 2021 | $5,934,000 | +1.9% | 228,215 | +2.2% | 0.03% | +3.4% |
| Q2 2021 | $5,826,000 | -3.0% | 223,373 | -2.7% | 0.03% | -12.1% |
| Q1 2021 | $6,004,000 | -2.0% | 229,686 | -1.6% | 0.03% | -10.8% |
| Q4 2020 | $6,129,000 | +19.4% | 233,305 | +19.2% | 0.04% | +12.1% |
| Q3 2020 | $5,132,000 | -3.4% | 195,671 | -3.4% | 0.03% | -15.4% |
| Q2 2020 | $5,310,000 | -8.9% | 202,457 | -13.1% | 0.04% | -18.8% |
| Q1 2020 | $5,826,000 | -4.7% | 233,045 | -2.6% | 0.05% | +23.1% |
| Q4 2019 | $6,113,000 | -3.1% | 239,175 | -2.9% | 0.04% | -11.4% |
| Q3 2019 | $6,308,000 | -2.0% | 246,395 | -2.7% | 0.04% | +4.8% |
| Q2 2019 | $6,437,000 | +19.5% | 253,315 | +17.6% | 0.04% | +10.5% |
| Q1 2019 | $5,388,000 | -0.7% | 215,420 | -4.0% | 0.04% | -11.6% |
| Q4 2018 | $5,425,000 | -34.4% | 224,284 | -34.1% | 0.04% | -25.9% |
| Q3 2018 | $8,270,000 | -38.7% | 340,311 | -38.8% | 0.06% | -42.6% |
| Q2 2018 | $13,494,000 | -2.8% | 555,779 | -2.0% | 0.10% | -4.7% |
| Q1 2018 | $13,884,000 | +0.2% | 567,152 | +2.6% | 0.11% | -2.8% |
| Q4 2017 | $13,860,000 | +1.1% | 552,868 | +2.3% | 0.11% | -6.0% |
| Q3 2017 | $13,704,000 | +4.0% | 540,180 | +3.3% | 0.12% | -1.7% |
| Q2 2017 | $13,176,000 | +9.9% | 522,686 | +8.6% | 0.12% | +5.4% |
| Q1 2017 | $11,986,000 | +8.2% | 481,157 | +7.4% | 0.11% | +3.7% |
| Q4 2016 | $11,080,000 | +2.4% | 448,203 | +6.4% | 0.11% | +2.9% |
| Q3 2016 | $10,822,000 | +5.8% | 421,076 | +7.0% | 0.10% | +1.0% |
| Q2 2016 | $10,233,000 | +7.9% | 393,583 | +4.0% | 0.10% | -1.0% |
| Q1 2016 | $9,480,000 | +6.4% | 378,608 | +2.7% | 0.10% | +1.9% |
| Q4 2015 | $8,909,000 | – | 368,577 | – | 0.10% | – |
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% |