ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589 | -25.4% | 23,222 | -25.7% | 0.12% | -23.6% |
| Q2 2023 | $790 | +8.7% | 31,247 | +8.3% | 0.16% | +5.4% |
| Q1 2023 | $727 | +71.5% | 28,865 | +70.5% | 0.15% | +65.6% |
| Q4 2022 | $424 | -99.9% | 16,930 | 0.0% | 0.09% | -12.6% |
| Q3 2022 | $422,000 | +70.2% | 16,930 | +71.0% | 0.10% | +83.9% |
| Q2 2022 | $248,000 | -0.8% | 9,898 | 0.0% | 0.06% | +16.7% |
| Q1 2022 | $250,000 | -1.6% | 9,898 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $254,000 | -1.2% | 9,898 | 0.0% | 0.05% | -9.4% |
| Q3 2021 | $257,000 | -0.4% | 9,898 | 0.0% | 0.05% | -8.6% |
| Q2 2021 | $258,000 | -0.4% | 9,898 | 0.0% | 0.06% | -6.5% |
| Q1 2021 | $259,000 | -0.4% | 9,898 | 0.0% | 0.06% | -8.8% |
| Q4 2020 | $260,000 | 0.0% | 9,898 | 0.0% | 0.07% | -10.5% |
| Q3 2020 | $260,000 | 0.0% | 9,898 | 0.0% | 0.08% | -2.6% |
| Q2 2020 | $260,000 | +5.3% | 9,898 | 0.0% | 0.08% | -2.5% |
| Q1 2020 | $247,000 | -2.4% | 9,898 | 0.0% | 0.08% | +14.3% |
| Q4 2019 | $253,000 | 0.0% | 9,898 | 0.0% | 0.07% | -5.4% |
| Q3 2019 | $253,000 | +0.4% | 9,898 | 0.0% | 0.07% | -5.1% |
| Q2 2019 | $252,000 | +1.6% | 9,898 | 0.0% | 0.08% | -8.2% |
| Q1 2019 | $248,000 | +3.8% | 9,898 | 0.0% | 0.08% | -7.6% |
| Q4 2018 | $239,000 | -0.8% | 9,898 | 0.0% | 0.09% | +4.5% |
| Q3 2018 | $241,000 | +0.4% | 9,898 | 0.0% | 0.09% | -3.3% |
| Q2 2018 | $240,000 | -0.8% | 9,898 | 0.0% | 0.09% | -3.2% |
| Q1 2018 | $242,000 | -2.4% | 9,898 | 0.0% | 0.09% | -6.9% |
| Q4 2017 | $248,000 | – | 9,898 | – | 0.10% | – |
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% |