ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 252 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,381,786 | +3.3% | 93,919 | +3.1% | 0.22% | +5.3% |
| Q2 2023 | $2,304,602 | +3.1% | 91,127 | +2.7% | 0.21% | +10.1% |
| Q1 2023 | $2,234,681 | +50.5% | 88,713 | +49.5% | 0.19% | +33.3% |
| Q4 2022 | $1,485,305 | -51.2% | 59,341 | -51.4% | 0.14% | -61.2% |
| Q3 2022 | $3,044,000 | +0.9% | 122,024 | +1.5% | 0.36% | +3.7% |
| Q2 2022 | $3,017,000 | +36.0% | 120,251 | +37.0% | 0.35% | +54.2% |
| Q1 2022 | $2,219,000 | +225.4% | 87,779 | +236.2% | 0.23% | +215.3% |
| Q1 2021 | $682,000 | -74.2% | 26,109 | -74.1% | 0.07% | -77.4% |
| Q4 2020 | $2,647,000 | +1.0% | 100,753 | +0.9% | 0.32% | -12.4% |
| Q3 2020 | $2,620,000 | -17.5% | 99,876 | -17.5% | 0.36% | -25.3% |
| Q2 2020 | $3,176,000 | +98.0% | 121,077 | +88.7% | 0.49% | +59.3% |
| Q1 2020 | $1,604,000 | -46.5% | 64,177 | -45.3% | 0.30% | -38.1% |
| Q4 2019 | $2,996,000 | -0.9% | 117,226 | -0.8% | 0.49% | -9.7% |
| Q3 2019 | $3,024,000 | +2.4% | 118,133 | +1.7% | 0.55% | -3.5% |
| Q2 2019 | $2,952,000 | +13.6% | 116,172 | +11.8% | 0.57% | +2.9% |
| Q1 2019 | $2,599,000 | – | 103,918 | – | 0.55% | – |
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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% |