ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,640,272 | -6.7% | 143,544 | -6.9% | 0.03% | -6.1% |
| Q2 2023 | $3,901,249 | -6.6% | 154,261 | -7.0% | 0.03% | -21.4% |
| Q1 2023 | $4,178,206 | -11.5% | 165,868 | -12.0% | 0.04% | -19.2% |
| Q4 2022 | $4,719,671 | +13.4% | 188,561 | +13.0% | 0.05% | -1.9% |
| Q3 2022 | $4,163,000 | +0.8% | 166,836 | +1.3% | 0.05% | -7.0% |
| Q2 2022 | $4,132,000 | -0.7% | 164,704 | +0.1% | 0.06% | +7.5% |
| Q1 2022 | $4,161,000 | -9.6% | 164,596 | -8.2% | 0.05% | -18.5% |
| Q4 2021 | $4,603,000 | -1.5% | 179,327 | -0.2% | 0.06% | -16.7% |
| Q3 2021 | $4,672,000 | -1.7% | 179,710 | -1.4% | 0.08% | -11.4% |
| Q2 2021 | $4,755,000 | -7.6% | 182,354 | -7.3% | 0.09% | -17.0% |
| Q1 2021 | $5,145,000 | -0.5% | 196,812 | +0.0% | 0.11% | -22.1% |
| Q4 2020 | $5,170,000 | – | 196,803 | – | 0.14% | – |
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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% |