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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $222,878 | -8.0% | 8,813 | -8.4% | 0.02% | -7.4% |
| Q1 2023 | $242,260 | -20.5% | 9,617 | -21.0% | 0.03% | -20.6% |
| Q4 2022 | $304,882 | -78.2% | 12,181 | -77.7% | 0.03% | -66.7% |
| Q4 2021 | $1,399,000 | -45.6% | 54,505 | -44.9% | 0.10% | -48.0% |
| Q3 2021 | $2,570,000 | +2.8% | 98,853 | +3.0% | 0.20% | +5.4% |
| Q2 2021 | $2,501,000 | +3.1% | 95,931 | +3.4% | 0.19% | -1.1% |
| Q1 2021 | $2,425,000 | – | 92,779 | – | 0.19% | – |
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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% |