ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,472 | +0.3% | 2,700 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $68,283 | +0.4% | 2,700 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $68,013 | -15.2% | 2,700 | -15.8% | 0.01% | -12.5% |
| Q4 2022 | $80,221 | +0.3% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $80,000 | 0.0% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $80,000 | -1.2% | 3,205 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $81,000 | -1.2% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $82,000 | -1.2% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $83,000 | -1.2% | 3,205 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $84,000 | 0.0% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $84,000 | 0.0% | 3,205 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $84,000 | 0.0% | 3,205 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $84,000 | 0.0% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $84,000 | +5.0% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $80,000 | -17.5% | 3,205 | -15.3% | 0.01% | +11.1% |
| Q4 2019 | $97,000 | – | 3,784 | – | 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% |