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 | $9,512,298 | -9.6% | 375,090 | -9.9% | 0.20% | -13.9% |
| Q2 2023 | $10,525,736 | -29.2% | 416,201 | -29.5% | 0.24% | -39.9% |
| Q1 2023 | $14,870,007 | -22.0% | 590,313 | -22.5% | 0.40% | -17.8% |
| Q4 2022 | $19,062,439 | +5.3% | 761,583 | +5.0% | 0.48% | -4.6% |
| Q3 2022 | $18,095,000 | +1.8% | 725,255 | +2.4% | 0.50% | +12.7% |
| Q2 2022 | $17,770,000 | +3.8% | 708,252 | +4.6% | 0.45% | +17.3% |
| Q1 2022 | $17,119,000 | +0.3% | 677,179 | +1.8% | 0.38% | +1.1% |
| Q4 2021 | $17,068,000 | +13.9% | 664,885 | +15.4% | 0.38% | -0.8% |
| Q3 2021 | $14,981,000 | +10.6% | 576,198 | +10.9% | 0.38% | +13.1% |
| Q2 2021 | $13,551,000 | +8.2% | 519,699 | +8.5% | 0.34% | -2.9% |
| Q1 2021 | $12,524,000 | +12.3% | 479,098 | +12.8% | 0.35% | +4.8% |
| Q4 2020 | $11,157,000 | +10.6% | 424,709 | +10.4% | 0.33% | 0.0% |
| Q3 2020 | $10,087,000 | +4.4% | 384,578 | +4.4% | 0.33% | -3.8% |
| Q2 2020 | $9,663,000 | +12.8% | 368,412 | +7.5% | 0.34% | -12.5% |
| Q1 2020 | $8,567,000 | +51.1% | 342,690 | +54.5% | 0.39% | +76.2% |
| Q4 2019 | $5,669,000 | +130.4% | 221,798 | +130.8% | 0.22% | +110.4% |
| Q3 2019 | $2,460,000 | +44.5% | 96,100 | +43.4% | 0.11% | +43.2% |
| Q2 2019 | $1,702,000 | +203.4% | 67,000 | +198.4% | 0.07% | +196.0% |
| Q1 2019 | $561,000 | – | 22,450 | – | 0.02% | – |
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% |