ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,684,307 | +84.4% | 185,959 | +83.2% | 0.48% | +52.4% |
| Q4 2022 | $2,540,245 | +23.6% | 101,488 | +23.2% | 0.32% | +10.8% |
| Q3 2022 | $2,055,000 | +10.1% | 82,373 | +10.7% | 0.29% | +15.3% |
| Q2 2022 | $1,867,000 | +15.2% | 74,401 | +16.1% | 0.25% | +34.8% |
| Q1 2022 | $1,620,000 | +113.2% | 64,091 | +116.6% | 0.18% | +124.4% |
| Q4 2021 | $760,000 | +32.2% | 29,591 | +33.9% | 0.08% | +645.5% |
| Q3 2021 | $575,000 | +22.6% | 22,106 | +22.9% | 0.01% | -80.7% |
| Q2 2021 | $469,000 | +13.0% | 17,981 | +13.3% | 0.06% | +5.6% |
| Q1 2021 | $415,000 | +75.8% | 15,875 | +76.4% | 0.05% | +58.8% |
| Q4 2020 | $236,000 | -99.9% | 9,000 | +28.6% | 0.03% | +9.7% |
| Q3 2020 | $183,610,000 | +43.7% | 7,000 | +40.0% | 0.03% | +40.9% |
| Q4 2019 | $127,800,000 | – | 5,000 | – | 0.02% | – |
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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% |