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 | $8,908,069 | +4.0% | 351,338 | +3.7% | 0.52% | +2.2% |
| Q2 2023 | $8,564,502 | +3.4% | 338,708 | +3.0% | 0.50% | -2.3% |
| Q1 2023 | $8,285,230 | -1.2% | 328,910 | -1.8% | 0.52% | -11.3% |
| Q4 2022 | $8,386,479 | -62.5% | 335,062 | -62.5% | 0.58% | -63.9% |
| Q1 2020 | $22,343,000 | -8.1% | 893,730 | -6.1% | 1.61% | +10.5% |
| Q4 2019 | $24,322,000 | -1.1% | 951,551 | -0.9% | 1.46% | -10.1% |
| Q3 2019 | $24,587,000 | -1.5% | 960,443 | -2.2% | 1.62% | +3.8% |
| Q2 2019 | $24,959,000 | -2.0% | 982,245 | -3.5% | 1.56% | -4.6% |
| Q1 2019 | $25,460,000 | -1.5% | 1,018,010 | -4.8% | 1.64% | -16.8% |
| Q4 2018 | $25,857,000 | -0.3% | 1,068,906 | +0.2% | 1.97% | +18.7% |
| Q3 2018 | $25,933,000 | +4.8% | 1,067,203 | +4.7% | 1.66% | -5.0% |
| Q2 2018 | $24,737,000 | +40.0% | 1,018,827 | +41.2% | 1.75% | +34.1% |
| Q1 2018 | $17,669,000 | +26.8% | 721,784 | +29.9% | 1.30% | +21.5% |
| Q4 2017 | $13,933,000 | +6.3% | 555,782 | +7.6% | 1.07% | -4.0% |
| Q3 2017 | $13,108,000 | +110.1% | 516,688 | +108.8% | 1.12% | +97.3% |
| Q2 2017 | $6,238,000 | +4.6% | 247,444 | +3.3% | 0.57% | -1.4% |
| Q1 2017 | $5,964,000 | – | 239,424 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 447,156 | $11,326,463 | 13.23% |
| American Planning Services, Inc. | 608,756 | $15,438,052 | 10.26% |
| Paradigm, Strategies in Wealth Management, LLC | 498,577 | $12,643,908 | 8.06% |
| Ruggaard & Associates LLC | 474,954 | $12,044,843 | 7.17% |
| PFG Private Wealth Management, LLC | 233,076 | $5,910,812 | 4.39% |
| Windsor Capital Management, LLC | 488,053 | $12,377,036 | 4.28% |
| Keeler Thomas Management LLC | 432,838 | $10,976,973 | 4.06% |
| Summit Asset Management, LLC | 526,777 | $13,359,059 | 3.63% |
| Madden Advisory Services, Inc. | 222,050 | $5,631,189 | 3.56% |
| Reliant Wealth Planning | 250,626 | $6,355,875 | 3.37% |