ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,777 | -10.3% | 15,094 | -10.6% | 0.01% | -9.1% |
| Q2 2023 | $426,785 | +18.3% | 16,876 | +17.8% | 0.01% | +10.0% |
| Q1 2023 | $360,744 | -11.6% | 14,321 | -12.2% | 0.01% | -23.1% |
| Q4 2022 | $408,203 | -21.0% | 16,309 | -21.4% | 0.01% | -27.8% |
| Q3 2022 | $517,000 | +8.6% | 20,741 | +9.3% | 0.02% | +12.5% |
| Q2 2022 | $476,000 | +29.3% | 18,978 | +30.3% | 0.02% | +45.5% |
| Q1 2022 | $368,000 | +3.1% | 14,570 | +4.7% | 0.01% | +10.0% |
| Q4 2021 | $357,000 | +676.1% | 13,916 | +694.7% | 0.01% | +900.0% |
| Q2 2021 | $46,000 | -22.0% | 1,751 | -22.0% | 0.00% | -50.0% |
| Q4 2020 | $59,000 | -57.6% | 2,245 | -57.6% | 0.00% | -71.4% |
| Q3 2020 | $139,000 | +157.4% | 5,290 | +143.8% | 0.01% | +75.0% |
| Q1 2020 | $54,000 | -1.8% | 2,170 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $55,000 | – | 2,170 | – | 0.00% | – |
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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% |