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 | $369,419 | -7.4% | 14,567 | -7.6% | 0.05% | -10.5% |
| Q2 2023 | $398,748 | -3.2% | 15,767 | -3.7% | 0.06% | -13.6% |
| Q1 2023 | $411,977 | -2.4% | 16,368 | -3.0% | 0.07% | -19.5% |
| Q4 2022 | $422,200 | -0.2% | 16,868 | -0.6% | 0.08% | -7.9% |
| Q3 2022 | $423,000 | +3.7% | 16,968 | +4.4% | 0.09% | +3.5% |
| Q2 2022 | $408,000 | -15.9% | 16,253 | -15.3% | 0.09% | -3.4% |
| Q1 2022 | $485,000 | +3.2% | 19,192 | +4.1% | 0.09% | +17.1% |
| Q4 2021 | $470,000 | – | 18,442 | – | 0.08% | – |
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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% |