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 | $8,172,542 | -26.6% | 322,264 | -26.8% | 0.01% | -40.0% |
| Q2 2023 | $11,135,077 | -30.9% | 440,335 | -31.2% | 0.02% | -33.3% |
| Q1 2023 | $16,111,755 | +15.4% | 639,647 | +14.7% | 0.03% | +7.1% |
| Q4 2022 | $13,959,597 | +46.7% | 557,759 | +46.3% | 0.03% | +27.3% |
| Q3 2022 | $9,514,000 | +51.9% | 381,298 | +52.7% | 0.02% | +57.1% |
| Q2 2022 | $6,263,000 | +90.4% | 249,642 | +75.9% | 0.01% | +133.3% |
| Q1 2022 | $3,290,000 | +0.3% | 141,900 | +11.1% | 0.01% | 0.0% |
| Q4 2021 | $3,279,000 | +26.5% | 127,714 | +28.1% | 0.01% | +20.0% |
| Q3 2021 | $2,593,000 | -16.2% | 99,721 | -16.0% | 0.01% | -28.6% |
| Q2 2021 | $3,094,000 | +10.0% | 118,661 | +10.2% | 0.01% | 0.0% |
| Q1 2021 | $2,813,000 | -4.2% | 107,631 | -3.7% | 0.01% | -12.5% |
| Q4 2020 | $2,936,000 | +11.4% | 111,769 | +11.2% | 0.01% | 0.0% |
| Q3 2020 | $2,636,000 | +19.5% | 100,527 | +19.4% | 0.01% | +14.3% |
| Q2 2020 | $2,206,000 | +12.9% | 84,193 | +7.7% | 0.01% | -12.5% |
| Q1 2020 | $1,954,000 | – | 78,166 | – | 0.01% | – |
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% |