ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,263 | +90203.8% | 11,288 | -10.0% | 0.04% | -8.7% |
| Q2 2023 | $317 | +0.3% | 12,541 | 0.0% | 0.05% | -11.5% |
| Q1 2023 | $316 | +1.0% | 12,541 | 0.0% | 0.05% | -21.2% |
| Q4 2022 | $313 | -99.9% | 12,541 | 0.0% | 0.07% | -9.6% |
| Q3 2022 | $313,000 | -9.5% | 12,541 | -8.9% | 0.07% | -5.2% |
| Q2 2022 | $346,000 | -14.6% | 13,764 | -14.2% | 0.08% | 0.0% |
| Q1 2022 | $405,000 | +11.3% | 16,041 | +13.1% | 0.08% | +22.2% |
| Q4 2021 | $364,000 | -1.4% | 14,184 | 0.0% | 0.06% | -10.0% |
| Q3 2021 | $369,000 | +5.7% | 14,184 | +6.3% | 0.07% | 0.0% |
| Q1 2021 | $349,000 | +1.2% | 13,340 | +1.4% | 0.07% | -4.1% |
| Q4 2020 | $345,000 | -8.5% | 13,150 | -8.5% | 0.07% | -19.8% |
| Q3 2020 | $377,000 | +54.5% | 14,364 | +54.4% | 0.09% | +49.2% |
| Q2 2020 | $244,000 | +4.7% | 9,303 | 0.0% | 0.06% | -10.3% |
| Q1 2020 | $233,000 | – | 9,303 | – | 0.07% | – |
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% |