ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 22 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,059,904 | -3.5% | 238,955 | -3.7% | 0.05% | -1.8% |
| Q2 2023 | $6,277,238 | -3.9% | 248,180 | -4.3% | 0.06% | -11.3% |
| Q1 2023 | $6,530,465 | +22.7% | 259,248 | -37.9% | 0.06% | -76.9% |
| Q4 2022 | $5,320,259 | -24.4% | 417,405 | +48.0% | 0.27% | +230.9% |
| Q3 2022 | $7,037,000 | +12.4% | 282,019 | +13.0% | 0.08% | +44.6% |
| Q2 2022 | $6,262,000 | +4.4% | 249,605 | +5.2% | 0.06% | +21.7% |
| Q1 2022 | $6,000,000 | -23.0% | 237,339 | -21.8% | 0.05% | -20.7% |
| Q4 2021 | $7,796,000 | -8.0% | 303,670 | -6.9% | 0.06% | +7.4% |
| Q3 2021 | $8,477,000 | +9.9% | 326,054 | +10.3% | 0.05% | -19.4% |
| Q2 2021 | $7,710,000 | -2.4% | 295,665 | -2.1% | 0.07% | -10.7% |
| Q1 2021 | $7,897,000 | +1.7% | 302,103 | +2.2% | 0.08% | -7.4% |
| Q4 2020 | $7,766,000 | +1.7% | 295,616 | +1.5% | 0.08% | -18.2% |
| Q3 2020 | $7,637,000 | +4.0% | 291,156 | +4.0% | 0.10% | -2.9% |
| Q2 2020 | $7,340,000 | +9.5% | 279,826 | +4.4% | 0.10% | -17.1% |
| Q1 2020 | $6,703,000 | +15.9% | 268,119 | +18.5% | 0.12% | +36.7% |
| Q4 2019 | $5,783,000 | +12.5% | 226,261 | +12.7% | 0.09% | +12.5% |
| Q3 2019 | $5,139,000 | +13.4% | 200,764 | +12.6% | 0.08% | -2.4% |
| Q2 2019 | $4,532,000 | +19.5% | 178,374 | +17.6% | 0.08% | +9.3% |
| Q1 2019 | $3,792,000 | +76.3% | 151,622 | +70.5% | 0.08% | +44.2% |
| Q4 2018 | $2,151,000 | +142.5% | 88,939 | +143.5% | 0.05% | +188.9% |
| Q3 2018 | $887,000 | +23.7% | 36,522 | +23.5% | 0.02% | +50.0% |
| Q2 2018 | $717,000 | +6.1% | 29,573 | +7.1% | 0.01% | -53.8% |
| Q1 2018 | $676,000 | -0.6% | 27,615 | +1.6% | 0.03% | -10.3% |
| Q4 2017 | $680,000 | -27.2% | 27,167 | -26.4% | 0.03% | +26.1% |
| Q3 2017 | $934,000 | +14.3% | 36,913 | +13.6% | 0.02% | +4.5% |
| Q2 2017 | $817,000 | +39.9% | 32,489 | +38.5% | 0.02% | +37.5% |
| Q1 2017 | $584,000 | +136.4% | 23,465 | +135.2% | 0.02% | +100.0% |
| Q4 2016 | $247,000 | +6.0% | 9,976 | +9.7% | 0.01% | -20.0% |
| Q3 2016 | $233,000 | +14.2% | 9,096 | +15.1% | 0.01% | +25.0% |
| Q2 2016 | $204,000 | – | 7,900 | – | 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% |