ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $412,719 | -43.5% | 16,489 | -42.0% | 0.20% | +63.9% |
| Q4 2021 | $730,000 | +196.7% | 28,431 | +200.0% | 0.12% | -11.2% |
| Q3 2021 | $246,000 | +2.1% | 9,477 | +2.6% | 0.13% | +3.9% |
| Q2 2021 | $241,000 | -15.1% | 9,237 | -14.8% | 0.13% | -20.9% |
| Q1 2021 | $284,000 | +0.4% | 10,847 | +0.7% | 0.16% | -6.9% |
| Q4 2020 | $283,000 | 0.0% | 10,772 | 0.0% | 0.18% | -11.2% |
| Q3 2020 | $283,000 | 0.0% | 10,772 | 0.0% | 0.20% | -6.6% |
| Q2 2020 | $283,000 | +5.2% | 10,772 | 0.0% | 0.21% | -5.8% |
| Q1 2020 | $269,000 | -2.2% | 10,772 | 0.0% | 0.22% | +23.8% |
| Q4 2019 | $275,000 | -0.4% | 10,772 | 0.0% | 0.18% | -4.7% |
| Q3 2019 | $276,000 | -11.5% | 10,772 | -12.4% | 0.19% | -12.0% |
| Q2 2019 | $312,000 | -14.3% | 12,291 | -15.6% | 0.22% | -13.6% |
| Q1 2019 | $364,000 | +3.4% | 14,558 | 0.0% | 0.25% | -4.6% |
| Q4 2018 | $352,000 | -0.6% | 14,558 | 0.0% | 0.26% | +13.4% |
| Q3 2018 | $354,000 | -3.3% | 14,558 | -3.3% | 0.23% | -2.9% |
| Q2 2018 | $366,000 | -0.8% | 15,058 | 0.0% | 0.24% | -2.5% |
| Q1 2018 | $369,000 | -2.4% | 15,058 | 0.0% | 0.24% | +3.8% |
| Q4 2017 | $378,000 | +37.5% | 15,058 | +38.7% | 0.24% | +23.0% |
| Q3 2017 | $275,000 | +0.4% | 10,860 | 0.0% | 0.19% | -9.5% |
| Q2 2017 | $274,000 | +1.1% | 10,860 | 0.0% | 0.21% | +18.5% |
| Q1 2017 | $271,000 | +1.1% | 10,860 | 0.0% | 0.18% | -1.1% |
| Q4 2016 | $268,000 | – | 10,860 | – | 0.18% | – |
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% |