ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 252 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,280,018 | -28.2% | 523,660 | -28.4% | 0.00% | -33.3% |
| Q2 2023 | $18,491,593 | +268.7% | 731,182 | +267.2% | 0.01% | +200.0% |
| Q1 2023 | $5,015,581 | -22.1% | 199,110 | -22.6% | 0.00% | -33.3% |
| Q4 2022 | $6,442,547 | -71.2% | 257,393 | -71.3% | 0.00% | -70.0% |
| Q3 2022 | $22,357,000 | +431.0% | 896,084 | +434.0% | 0.01% | +400.0% |
| Q2 2022 | $4,210,000 | -4.4% | 167,800 | -3.7% | 0.00% | +100.0% |
| Q1 2022 | $4,405,000 | +56.5% | 174,243 | +58.9% | 0.00% | 0.0% |
| Q4 2021 | $2,815,000 | +93.7% | 109,662 | +96.3% | 0.00% | 0.0% |
| Q3 2021 | $1,453,000 | -39.1% | 55,870 | -38.5% | 0.00% | 0.0% |
| Q4 2020 | $2,385,000 | +41.4% | 90,787 | +41.2% | 0.00% | 0.0% |
| Q3 2020 | $1,687,000 | +23.3% | 64,305 | +23.3% | 0.00% | 0.0% |
| Q2 2020 | $1,368,000 | -77.4% | 52,161 | -78.4% | 0.00% | -83.3% |
| Q1 2020 | $6,046,000 | -66.4% | 241,821 | -65.8% | 0.01% | -81.2% |
| Q2 2019 | $17,979,000 | +195.8% | 707,553 | +191.2% | 0.03% | +220.0% |
| Q1 2019 | $6,078,000 | +536.4% | 243,020 | +518.4% | 0.01% | +400.0% |
| Q3 2018 | $955,000 | +94.1% | 39,296 | +94.1% | 0.00% | +100.0% |
| Q2 2018 | $492,000 | +64.5% | 20,247 | +70.0% | 0.00% | 0.0% |
| Q4 2017 | $299,000 | -84.5% | 11,912 | -84.4% | 0.00% | -83.3% |
| Q3 2017 | $1,931,000 | +63.5% | 76,125 | +62.6% | 0.01% | +50.0% |
| Q2 2017 | $1,181,000 | +98.2% | 46,830 | +94.2% | 0.00% | +33.3% |
| Q4 2016 | $596,000 | -64.0% | 24,109 | -62.6% | 0.00% | -62.5% |
| Q3 2016 | $1,656,000 | +459.5% | 64,438 | +460.2% | 0.01% | +700.0% |
| Q2 2016 | $296,000 | -71.8% | 11,502 | -72.6% | 0.00% | -83.3% |
| Q1 2016 | $1,049,000 | – | 41,910 | – | 0.01% | – |
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% |