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 | $8,474,276 | -48.2% | 334,159 | -48.4% | 0.24% | -52.9% |
| Q2 2023 | $16,371,203 | +1.5% | 647,339 | +1.1% | 0.50% | +4.8% |
| Q1 2023 | $16,134,450 | +101971.6% | 640,510 | +1.4% | 0.48% | -0.4% |
| Q4 2022 | $15,807 | -99.9% | 631,513 | +2.1% | 0.48% | -9.6% |
| Q3 2022 | $15,439,000 | -0.4% | 618,796 | +0.1% | 0.53% | +2.9% |
| Q2 2022 | $15,506,000 | +5.1% | 618,025 | +5.9% | 0.51% | +14.0% |
| Q1 2022 | $14,756,000 | +0.6% | 583,690 | +2.2% | 0.45% | +0.7% |
| Q4 2021 | $14,664,000 | +1.8% | 571,239 | +3.1% | 0.45% | -7.6% |
| Q3 2021 | $14,408,000 | +3.6% | 554,147 | +3.9% | 0.48% | +1.3% |
| Q2 2021 | $13,910,000 | +4.4% | 533,469 | +4.7% | 0.48% | -4.6% |
| Q1 2021 | $13,322,000 | -49.2% | 509,657 | -48.9% | 0.50% | -54.2% |
| Q4 2020 | $26,221,000 | +2.9% | 998,127 | +2.8% | 1.10% | -9.9% |
| Q3 2020 | $25,480,000 | +16.1% | 971,393 | +16.1% | 1.22% | +7.0% |
| Q2 2020 | $21,938,000 | +20.8% | 836,380 | +15.1% | 1.14% | -2.0% |
| Q1 2020 | $18,168,000 | +3.1% | 726,704 | +5.4% | 1.16% | +36.3% |
| Q4 2019 | $17,630,000 | +5.1% | 689,754 | +5.3% | 0.85% | -3.2% |
| Q3 2019 | $16,769,000 | +5.8% | 655,026 | +5.0% | 0.88% | +1.2% |
| Q2 2019 | $15,852,000 | +8.3% | 623,856 | +6.6% | 0.87% | +1.9% |
| Q1 2019 | $14,636,000 | +11.0% | 585,200 | +7.3% | 0.85% | -3.0% |
| Q4 2018 | $13,189,000 | +3.0% | 545,238 | +3.5% | 0.88% | +16.4% |
| Q3 2018 | $12,800,000 | +4.4% | 526,747 | +4.4% | 0.76% | -1.0% |
| Q2 2018 | $12,255,000 | +4.1% | 504,721 | +5.0% | 0.76% | -0.5% |
| Q1 2018 | $11,768,000 | +8.9% | 480,736 | +11.5% | 0.77% | +8.8% |
| Q4 2017 | $10,809,000 | +3.0% | 431,145 | +4.2% | 0.70% | -2.2% |
| Q3 2017 | $10,499,000 | +4.5% | 413,845 | +3.8% | 0.72% | +0.1% |
| Q2 2017 | $10,049,000 | +8.4% | 398,619 | +7.1% | 0.72% | +2.3% |
| Q1 2017 | $9,274,000 | +53.6% | 372,320 | +52.5% | 0.70% | +38.3% |
| Q4 2016 | $6,036,000 | +98.7% | 244,168 | +106.6% | 0.51% | +89.9% |
| Q3 2016 | $3,038,000 | – | 118,210 | – | 0.27% | – |
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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% |