ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,453,350 | -5.0% | 96,740 | -5.3% | 0.58% | -4.0% |
Q2 2023 | $2,582,834 | -13.1% | 102,128 | -13.4% | 0.61% | -20.5% |
Q1 2023 | $2,970,536 | +3.7% | 117,925 | +3.0% | 0.76% | -6.2% |
Q4 2022 | $2,865,644 | +41.7% | 114,488 | +41.3% | 0.81% | +34.0% |
Q3 2022 | $2,022,000 | +30.0% | 81,015 | +30.7% | 0.61% | +34.7% |
Q2 2022 | $1,555,000 | +18.3% | 61,994 | +19.2% | 0.45% | +42.4% |
Q1 2022 | $1,314,000 | +13.8% | 51,992 | +15.5% | 0.32% | +14.5% |
Q4 2021 | $1,155,000 | +13.5% | 45,017 | +15.0% | 0.28% | +4.2% |
Q3 2021 | $1,018,000 | +15.9% | 39,143 | +16.2% | 0.26% | +15.2% |
Q2 2021 | $878,000 | +13.9% | 33,676 | +14.0% | 0.23% | +6.0% |
Q1 2021 | $771,000 | +20.1% | 29,548 | +20.8% | 0.22% | +10.2% |
Q4 2020 | $642,000 | +11.3% | 24,465 | +11.3% | 0.20% | -1.0% |
Q3 2020 | $577,000 | 0.0% | 21,990 | 0.0% | 0.20% | -14.6% |
Q2 2020 | $577,000 | +0.3% | 21,990 | -4.3% | 0.23% | -11.4% |
Q1 2020 | $575,000 | – | 22,990 | – | 0.26% | – |
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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% |