ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $49,000 | -2.0% | 1,910 | -1.3% | 0.02% | 0.0% |
| Q2 2021 | $50,000 | -51.9% | 1,935 | -51.4% | 0.02% | -60.0% |
| Q1 2021 | $104,000 | -42.9% | 3,985 | -42.7% | 0.04% | -50.6% |
| Q4 2020 | $182,000 | -30.8% | 6,955 | -30.7% | 0.08% | -44.1% |
| Q3 2020 | $263,000 | -2.6% | 10,030 | -2.9% | 0.14% | -14.2% |
| Q2 2020 | $270,000 | +4.7% | 10,330 | 0.0% | 0.17% | -10.1% |
| Q1 2020 | $258,000 | -8.8% | 10,330 | -7.0% | 0.19% | +10.6% |
| Q4 2019 | $283,000 | -48.0% | 11,105 | -47.8% | 0.17% | -51.1% |
| Q3 2019 | $544,000 | -60.0% | 21,265 | -60.3% | 0.35% | -60.3% |
| Q2 2019 | $1,360,000 | -1.1% | 53,523 | -2.7% | 0.88% | -5.5% |
| Q1 2019 | $1,375,000 | +5.0% | 54,992 | +1.6% | 0.93% | -9.0% |
| Q4 2018 | $1,309,000 | -4.7% | 54,115 | -4.3% | 1.02% | +15.1% |
| Q3 2018 | $1,373,000 | -22.8% | 56,531 | -22.9% | 0.88% | -23.6% |
| Q2 2018 | $1,779,000 | +14.1% | 73,297 | +15.1% | 1.16% | +17.6% |
| Q1 2018 | $1,559,000 | -0.2% | 63,686 | +2.2% | 0.98% | +1.0% |
| Q4 2017 | $1,562,000 | +9.8% | 62,317 | +11.0% | 0.98% | +1.7% |
| Q3 2017 | $1,423,000 | +3.1% | 56,123 | +2.5% | 0.96% | +80.9% |
| Q2 2017 | $1,380,000 | +89.6% | 54,755 | +87.3% | 0.53% | -3.1% |
| Q1 2017 | $728,000 | +26.6% | 29,230 | +25.6% | 0.55% | +22.1% |
| Q4 2016 | $575,000 | +6.1% | 23,265 | +10.3% | 0.45% | +3.0% |
| Q3 2016 | $542,000 | – | 21,095 | – | 0.44% | – |
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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% |