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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,377,036 | -7.9% | 488,053 | -8.1% | 4.28% | -3.6% |
| Q2 2023 | $13,437,095 | +1.3% | 531,321 | +0.9% | 4.45% | -2.5% |
| Q1 2023 | $13,263,033 | +44.6% | 526,520 | +43.7% | 4.56% | +36.6% |
| Q4 2022 | $9,170,246 | +0.9% | 366,370 | +0.6% | 3.34% | -1.7% |
| Q3 2022 | $9,087,000 | +3.3% | 364,216 | +3.9% | 3.40% | +8.4% |
| Q2 2022 | $8,799,000 | +4031.0% | 350,705 | +4046.4% | 3.14% | +4650.0% |
| Q1 2022 | $213,000 | -1.4% | 8,458 | +0.2% | 0.07% | +1.5% |
| Q4 2021 | $216,000 | -22.3% | 8,440 | -21.2% | 0.06% | -27.0% |
| Q3 2021 | $278,000 | – | 10,713 | – | 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% |