ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 131 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,042,000 | -22.5% | 78,520 | -22.3% | 1.05% | -1.5% |
| Q2 2021 | $2,635,000 | -47.9% | 101,067 | -47.8% | 1.06% | -49.4% |
| Q1 2021 | $5,060,000 | +15.5% | 193,567 | +16.1% | 2.10% | -8.3% |
| Q4 2020 | $4,381,000 | +13.5% | 166,752 | +13.3% | 2.29% | -5.1% |
| Q3 2020 | $3,861,000 | +7.6% | 147,186 | +7.6% | 2.41% | +4.6% |
| Q2 2020 | $3,589,000 | -0.3% | 136,814 | -4.9% | 2.31% | +15.3% |
| Q1 2020 | $3,598,000 | +7.9% | 143,916 | +10.3% | 2.00% | +42.8% |
| Q4 2019 | $3,334,000 | +7.7% | 130,443 | +7.8% | 1.40% | -4.3% |
| Q3 2019 | $3,097,000 | +8.7% | 120,976 | +7.9% | 1.46% | +24.3% |
| Q2 2019 | $2,848,000 | -3.2% | 112,098 | -4.7% | 1.18% | -4.1% |
| Q1 2019 | $2,943,000 | +5.9% | 117,688 | +2.4% | 1.23% | -5.2% |
| Q4 2018 | $2,780,000 | -0.5% | 114,920 | -0.0% | 1.30% | +3.0% |
| Q3 2018 | $2,793,000 | – | 114,949 | – | 1.26% | – |
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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% |