ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17,472,411 | -4.0% | 690,882 | -4.4% | 1.37% | -6.0% |
| Q1 2023 | $18,208,286 | -1.9% | 722,838 | -2.5% | 1.46% | -3.7% |
| Q4 2022 | $18,558,490 | -9.5% | 741,450 | -9.8% | 1.51% | -17.8% |
| Q3 2022 | $20,503,000 | -0.7% | 821,797 | -0.1% | 1.84% | +5.0% |
| Q2 2022 | $20,639,000 | -2.0% | 822,608 | -1.3% | 1.75% | +7.3% |
| Q1 2022 | $21,059,000 | +0.6% | 833,051 | +2.1% | 1.63% | -0.9% |
| Q4 2021 | $20,938,000 | +0.7% | 815,652 | +2.0% | 1.64% | -9.0% |
| Q3 2021 | $20,783,000 | -0.3% | 799,350 | -0.0% | 1.81% | +1.0% |
| Q2 2021 | $20,855,000 | +3.0% | 799,693 | +3.2% | 1.79% | -2.6% |
| Q1 2021 | $20,257,000 | -0.0% | 774,945 | +0.5% | 1.84% | -9.8% |
| Q4 2020 | $20,262,000 | +1.8% | 771,312 | +1.6% | 2.04% | -6.0% |
| Q3 2020 | $19,905,000 | +6.1% | 758,873 | +6.1% | 2.17% | +0.4% |
| Q2 2020 | $18,758,000 | +11.1% | 715,150 | +5.9% | 2.16% | +2.3% |
| Q1 2020 | $16,888,000 | -4.0% | 675,525 | -1.8% | 2.11% | +11.8% |
| Q4 2019 | $17,586,000 | +169.7% | 688,060 | +170.1% | 1.89% | +164.3% |
| Q3 2019 | $6,521,000 | +28.1% | 254,730 | +27.1% | 0.71% | +29.3% |
| Q2 2019 | $5,091,000 | +12.0% | 200,385 | +10.3% | 0.55% | +4.9% |
| Q1 2019 | $4,544,000 | -2.6% | 181,690 | -5.8% | 0.53% | -8.4% |
| Q4 2018 | $4,664,000 | +27.2% | 192,810 | +27.8% | 0.57% | +32.0% |
| Q3 2018 | $3,667,000 | +24.5% | 150,915 | +24.4% | 0.44% | +19.2% |
| Q2 2018 | $2,945,000 | +126.5% | 121,305 | +128.4% | 0.36% | +123.9% |
| Q1 2018 | $1,300,000 | – | 53,110 | – | 0.16% | – |
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% |