ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 77 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $553,000 | +51.1% | 21,684 | +51.7% | 0.00% | +33.3% |
| Q3 2019 | $366,000 | -10.9% | 14,290 | -11.6% | 0.00% | 0.0% |
| Q2 2019 | $411,000 | +84.3% | 16,173 | +80.9% | 0.00% | +50.0% |
| Q1 2019 | $223,000 | +355.1% | 8,939 | +343.0% | 0.00% | – |
| Q4 2018 | $49,000 | +188.2% | 2,018 | +190.8% | 0.00% | – |
| Q3 2018 | $17,000 | +750.0% | 694 | +587.1% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | -33.3% | 101 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | -93.5% | 101 | -94.4% | 0.00% | -100.0% |
| Q2 2016 | $46,000 | – | 1,800 | – | 0.00% | – |
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% |