ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,600 | +0.3% | 10,000 | 0.0% | 0.09% | +4.7% |
| Q2 2023 | $252,900 | +0.4% | 10,000 | 0.0% | 0.09% | -6.5% |
| Q1 2023 | $251,900 | +86463.6% | 10,000 | -14.0% | 0.09% | -17.9% |
| Q4 2022 | $291 | -99.9% | 11,634 | 0.0% | 0.11% | -10.4% |
| Q3 2022 | $290,000 | +33.6% | 11,634 | +34.8% | 0.12% | +40.4% |
| Q2 2022 | $217,000 | +92.0% | 8,629 | +93.4% | 0.09% | +128.2% |
| Q1 2022 | $113,000 | -1.7% | 4,462 | 0.0% | 0.04% | -4.9% |
| Q4 2021 | $115,000 | -0.9% | 4,462 | 0.0% | 0.04% | -10.9% |
| Q3 2021 | $116,000 | 0.0% | 4,462 | 0.0% | 0.05% | -13.2% |
| Q2 2021 | $116,000 | -0.9% | 4,462 | 0.0% | 0.05% | -7.0% |
| Q1 2021 | $117,000 | 0.0% | 4,462 | 0.0% | 0.06% | -20.8% |
| Q4 2020 | $117,000 | +27.2% | 4,462 | +27.2% | 0.07% | +10.8% |
| Q3 2020 | $92,000 | 0.0% | 3,508 | 0.0% | 0.06% | -4.4% |
| Q2 2020 | $92,000 | +87.8% | 3,508 | +79.9% | 0.07% | +61.9% |
| Q1 2020 | $49,000 | -2.0% | 1,950 | 0.0% | 0.04% | +20.0% |
| Q4 2019 | $50,000 | 0.0% | 1,950 | 0.0% | 0.04% | +20.7% |
| Q3 2019 | $50,000 | 0.0% | 1,950 | 0.0% | 0.03% | +3.6% |
| Q2 2019 | $50,000 | +2.0% | 1,950 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $49,000 | +4.3% | 1,950 | 0.0% | 0.03% | -3.4% |
| Q4 2018 | $47,000 | – | 1,950 | – | 0.03% | – |
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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% |