ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,642,026 | -38.0% | 104,183 | -39.4% | 0.12% | +26.6% |
| Q2 2023 | $4,261,470 | +125.8% | 171,940 | +121.2% | 0.09% | +14.6% |
| Q1 2023 | $1,886,901 | +121635.5% | 77,714 | +23.2% | 0.08% | +100.0% |
| Q4 2022 | $1,550 | -99.9% | 63,090 | +5.4% | 0.04% | +7.9% |
| Q3 2022 | $1,451,000 | – | 59,869 | – | 0.04% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q4 2020 | $7,000 | 0.0% | 255 | 0.0% | 0.00% | – |
| Q3 2020 | $7,000 | -80.6% | 255 | -81.5% | 0.00% | -100.0% |
| Q2 2020 | $36,000 | +5.9% | 1,381 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $34,000 | +17.2% | 1,381 | +22.6% | 0.00% | +50.0% |
| Q4 2019 | $29,000 | 0.0% | 1,126 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | +38.1% | 1,126 | +32.5% | 0.00% | -33.3% |
| Q1 2019 | $21,000 | -56.2% | 850 | -57.0% | 0.00% | 0.0% |
| Q4 2018 | $48,000 | -51.5% | 1,976 | -51.3% | 0.00% | -25.0% |
| Q3 2018 | $99,000 | +25.3% | 4,057 | +25.4% | 0.00% | +33.3% |
| Q2 2018 | $79,000 | 0.0% | 3,236 | +3.1% | 0.00% | -25.0% |
| Q1 2018 | $79,000 | 0.0% | 3,140 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $79,000 | +36.2% | 3,140 | +37.1% | 0.00% | +100.0% |
| Q3 2017 | $58,000 | 0.0% | 2,290 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $58,000 | +107.1% | 2,290 | +103.4% | 0.00% | +100.0% |
| Q1 2017 | $28,000 | -15.2% | 1,126 | -15.5% | 0.00% | -50.0% |
| Q4 2016 | $33,000 | -2.9% | 1,333 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $34,000 | +580.0% | 1,333 | +544.0% | 0.00% | – |
| Q2 2016 | $5,000 | -76.2% | 207 | -75.6% | 0.00% | -100.0% |
| Q1 2016 | $21,000 | +320.0% | 850 | +310.6% | 0.00% | – |
| Q4 2015 | $5,000 | – | 207 | – | 0.00% | – |
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% |