ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,971,614 | -6.4% | 77,745 | -7.6% | 0.44% | -13.1% |
| Q2 2023 | $2,105,824 | 0.0% | 84,132 | 0.0% | 0.50% | -1.2% |
| Q1 2023 | $2,105,824 | 0.0% | 84,132 | 0.0% | 0.51% | +0.2% |
| Q4 2022 | $2,105,824 | -9.2% | 84,132 | -9.6% | 0.51% | -14.9% |
| Q3 2022 | $2,320,000 | -1.8% | 93,035 | -1.0% | 0.60% | +1.2% |
| Q2 2022 | $2,362,000 | +30.4% | 93,995 | +31.2% | 0.59% | +42.1% |
| Q1 2022 | $1,811,000 | -13.7% | 71,654 | -12.4% | 0.42% | -17.1% |
| Q4 2021 | $2,099,000 | -1.7% | 81,763 | -0.5% | 0.50% | -10.8% |
| Q3 2021 | $2,136,000 | +24.9% | 82,158 | +25.3% | 0.56% | +25.7% |
| Q2 2021 | $1,710,000 | +12.5% | 65,566 | +12.7% | 0.45% | +2.1% |
| Q1 2021 | $1,520,000 | +5.0% | 58,167 | +5.5% | 0.44% | -4.6% |
| Q4 2020 | $1,448,000 | +11.3% | 55,137 | +11.1% | 0.46% | +81.1% |
| Q3 2020 | $1,301,000 | +68.3% | 49,608 | +68.3% | 0.25% | -13.0% |
| Q2 2020 | $773,000 | +135.0% | 29,476 | +123.7% | 0.29% | +83.6% |
| Q1 2020 | $329,000 | +34.8% | 13,174 | +37.8% | 0.16% | +60.6% |
| Q4 2019 | $244,000 | +0.8% | 9,558 | +1.2% | 0.10% | +19.3% |
| Q3 2019 | $242,000 | +266.7% | 9,447 | +266.0% | 0.08% | +219.2% |
| Q2 2019 | $66,000 | – | 2,581 | – | 0.03% | – |
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% |