ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 77 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,937 | +430.8% | 273,525 | +429.4% | 0.04% | +437.5% |
| Q2 2023 | $1,307 | +65.7% | 51,667 | +65.0% | 0.01% | +60.0% |
| Q1 2023 | $789 | +252.2% | 31,312 | +249.3% | 0.01% | +150.0% |
| Q4 2022 | $224 | -99.9% | 8,963 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $224,000 | -76.0% | 8,963 | -75.9% | 0.00% | -71.4% |
| Q2 2022 | $934,000 | +3492.3% | 37,213 | +3485.1% | 0.01% | – |
| Q1 2022 | $26,000 | -3.7% | 1,038 | 0.0% | 0.00% | – |
| Q4 2021 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q2 2021 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q1 2021 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q4 2020 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q3 2020 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q2 2020 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q1 2020 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q4 2019 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q3 2019 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q2 2019 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q1 2019 | $27,000 | -59.7% | 1,038 | -62.4% | 0.00% | -100.0% |
| Q4 2018 | $67,000 | -51.1% | 2,758 | -51.2% | 0.00% | -33.3% |
| Q3 2018 | $137,000 | -46.5% | 5,651 | -46.4% | 0.00% | -62.5% |
| Q2 2018 | $256,000 | – | 10,534 | – | 0.01% | – |
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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% |