ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 157 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $180,303,000 | -6.2% | 7,132,254 | -4.8% | 4.49% | -22.3% |
| Q4 2021 | $192,272,000 | -8.5% | 7,490,135 | -7.4% | 5.77% | +6.5% |
| Q3 2021 | $210,219,000 | +29.1% | 8,085,351 | +29.5% | 5.42% | +13.9% |
| Q2 2021 | $162,817,000 | +16.1% | 6,244,186 | +16.4% | 4.76% | -5.3% |
| Q1 2021 | $140,186,000 | +42.1% | 5,362,890 | +42.8% | 5.03% | +11.3% |
| Q4 2020 | $98,643,000 | +49.2% | 3,754,966 | +48.6% | 4.52% | +28.7% |
| Q3 2020 | $66,129,000 | +33.9% | 2,526,766 | +33.9% | 3.51% | +13.2% |
| Q2 2020 | $49,389,000 | +64.5% | 1,887,349 | +56.7% | 3.10% | +19.5% |
| Q1 2020 | $30,027,000 | +22.1% | 1,204,113 | +25.1% | 2.60% | +48.8% |
| Q4 2019 | $24,598,000 | +19.4% | 962,368 | +19.3% | 1.74% | +51.5% |
| Q3 2019 | $20,599,000 | +36.7% | 806,696 | +35.7% | 1.15% | -45.7% |
| Q2 2019 | $15,066,000 | +20.0% | 594,416 | +18.1% | 2.12% | -1.1% |
| Q1 2019 | $12,551,000 | +43.5% | 503,131 | +39.1% | 2.14% | -7.1% |
| Q4 2018 | $8,747,000 | – | 361,596 | – | 2.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 447,156 | $11,326,463 | 13.23% |
| American Planning Services, Inc. | 608,756 | $15,438,052 | 10.26% |
| Paradigm, Strategies in Wealth Management, LLC | 498,577 | $12,643,908 | 8.06% |
| Ruggaard & Associates LLC | 474,954 | $12,044,843 | 7.17% |
| PFG Private Wealth Management, LLC | 233,076 | $5,910,812 | 4.39% |
| Windsor Capital Management, LLC | 488,053 | $12,377,036 | 4.28% |
| Keeler Thomas Management LLC | 432,838 | $10,976,973 | 4.06% |
| Summit Asset Management, LLC | 526,777 | $13,359,059 | 3.63% |
| Madden Advisory Services, Inc. | 222,050 | $5,631,189 | 3.56% |
| Reliant Wealth Planning | 250,626 | $6,355,875 | 3.37% |