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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $765,528 | -1.5% | 30,270 | -1.9% | 0.08% | -10.2% |
| Q1 2023 | $777,363 | -1.3% | 30,860 | -1.9% | 0.09% | -3.3% |
| Q4 2022 | $787,444 | +130.9% | 31,460 | +130.4% | 0.09% | +111.6% |
| Q3 2022 | $341,000 | -0.6% | 13,655 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $343,000 | -0.6% | 13,655 | 0.0% | 0.04% | +22.2% |
| Q1 2022 | $345,000 | -1.7% | 13,655 | 0.0% | 0.04% | -2.7% |
| Q4 2021 | $351,000 | -21.5% | 13,655 | -20.6% | 0.04% | -30.2% |
| Q3 2021 | $447,000 | +3.2% | 17,205 | +3.6% | 0.05% | +3.9% |
| Q2 2021 | $433,000 | -1.4% | 16,605 | -1.1% | 0.05% | -12.1% |
| Q1 2021 | $439,000 | -8.7% | 16,790 | -8.3% | 0.06% | -15.9% |
| Q4 2020 | $481,000 | +12.1% | 18,305 | +11.9% | 0.07% | -1.4% |
| Q3 2020 | $429,000 | +12.9% | 16,362 | +13.1% | 0.07% | 0.0% |
| Q2 2020 | $380,000 | +57.0% | 14,472 | +49.2% | 0.07% | +29.6% |
| Q1 2020 | $242,000 | -2.4% | 9,697 | 0.0% | 0.05% | +28.6% |
| Q4 2019 | $248,000 | 0.0% | 9,697 | 0.0% | 0.04% | -14.3% |
| Q3 2019 | $248,000 | +0.8% | 9,697 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $246,000 | +1.2% | 9,697 | 0.0% | 0.05% | -2.0% |
| Q1 2019 | $243,000 | +3.4% | 9,697 | 0.0% | 0.05% | -13.6% |
| Q4 2018 | $235,000 | -0.4% | 9,697 | 0.0% | 0.06% | +15.7% |
| Q3 2018 | $236,000 | +0.4% | 9,697 | 0.0% | 0.05% | -7.3% |
| Q2 2018 | $235,000 | -0.8% | 9,697 | 0.0% | 0.06% | -6.8% |
| Q1 2018 | $237,000 | – | 9,697 | – | 0.06% | – |
Download | ||||||
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% |