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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $797,978 | +0.3% | 31,466 | 0.0% | 0.20% | +4.2% |
| Q2 2023 | $795,775 | -54.1% | 31,466 | -54.3% | 0.19% | -55.5% |
| Q1 2023 | $1,733,500 | -18.6% | 68,817 | -19.1% | 0.43% | -27.9% |
| Q4 2022 | $2,129,753 | +0.3% | 85,088 | 0.0% | 0.60% | -7.7% |
| Q3 2022 | $2,123,000 | -8.9% | 85,088 | -8.4% | 0.65% | -0.3% |
| Q2 2022 | $2,331,000 | -0.8% | 92,925 | 0.0% | 0.65% | -12.8% |
| Q1 2022 | $2,349,000 | -4.6% | 92,925 | -3.1% | 0.74% | +6.3% |
| Q4 2021 | $2,461,000 | -5.6% | 95,863 | -4.3% | 0.70% | -11.9% |
| Q3 2021 | $2,606,000 | -0.9% | 100,217 | -0.6% | 0.80% | -0.4% |
| Q2 2021 | $2,630,000 | -6.3% | 100,845 | -6.1% | 0.80% | -8.9% |
| Q1 2021 | $2,808,000 | +70.9% | 107,405 | +71.7% | 0.88% | +60.0% |
| Q4 2020 | $1,643,000 | +42.4% | 62,559 | +42.2% | 0.55% | +3.8% |
| Q3 2020 | $1,154,000 | +3.5% | 44,005 | +3.5% | 0.53% | +1.0% |
| Q2 2020 | $1,115,000 | +4.9% | 42,518 | 0.0% | 0.52% | -23.1% |
| Q1 2020 | $1,063,000 | -3.5% | 42,518 | -1.3% | 0.68% | +20.4% |
| Q4 2019 | $1,101,000 | +41.9% | 43,094 | +42.1% | 0.56% | +21.2% |
| Q3 2019 | $776,000 | +0.3% | 30,319 | -0.5% | 0.47% | -3.1% |
| Q2 2019 | $774,000 | – | 30,479 | – | 0.48% | – |
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% |