ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,221,667 | -11.5% | 48,306 | -11.8% | 0.12% | -14.1% |
| Q1 2023 | $1,379,858 | +0.6% | 54,778 | 0.0% | 0.14% | -4.7% |
| Q4 2022 | $1,371,093 | +0.3% | 54,778 | 0.0% | 0.15% | -9.1% |
| Q3 2022 | $1,367,000 | -4.1% | 54,778 | -3.6% | 0.16% | +0.6% |
| Q2 2022 | $1,426,000 | +31.3% | 56,823 | +32.3% | 0.16% | +40.5% |
| Q1 2022 | $1,086,000 | +10.6% | 42,942 | +12.3% | 0.12% | +12.6% |
| Q4 2021 | $982,000 | +4.8% | 38,242 | +6.1% | 0.10% | -2.8% |
| Q3 2021 | $937,000 | +23.0% | 36,042 | +23.3% | 0.11% | +17.8% |
| Q2 2021 | $762,000 | -0.3% | 29,242 | 0.0% | 0.09% | -8.2% |
| Q1 2021 | $764,000 | -3.2% | 29,242 | -2.7% | 0.10% | -11.7% |
| Q4 2020 | $789,000 | +26.6% | 30,042 | +26.5% | 0.11% | +12.1% |
| Q3 2020 | $623,000 | +19.1% | 23,741 | +19.1% | 0.10% | +10.0% |
| Q2 2020 | $523,000 | +5.0% | 19,939 | 0.0% | 0.09% | -11.8% |
| Q1 2020 | $498,000 | -23.7% | 19,939 | -22.0% | 0.10% | -12.1% |
| Q4 2019 | $653,000 | +84.5% | 25,550 | +84.9% | 0.12% | +65.7% |
| Q3 2019 | $354,000 | +0.9% | 13,816 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $351,000 | +35.5% | 13,816 | +33.3% | 0.07% | +30.2% |
| Q1 2019 | $259,000 | +14.6% | 10,362 | +10.8% | 0.05% | 0.0% |
| Q4 2018 | $226,000 | +8.7% | 9,349 | +9.4% | 0.05% | +17.8% |
| Q3 2018 | $208,000 | +42.5% | 8,549 | +42.6% | 0.04% | +36.4% |
| Q2 2018 | $146,000 | – | 5,996 | – | 0.03% | – |
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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% |