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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $843,000 | -0.7% | 33,600 | 0.0% | 0.24% | +40.0% |
| Q1 2022 | $849,000 | -1.6% | 33,600 | 0.0% | 0.18% | +3.6% |
| Q4 2021 | $863,000 | -1.3% | 33,600 | 0.0% | 0.17% | -12.4% |
| Q3 2021 | $874,000 | 0.0% | 33,600 | 0.0% | 0.19% | +1.0% |
| Q2 2021 | $874,000 | -0.5% | 33,600 | 0.0% | 0.19% | -6.8% |
| Q1 2021 | $878,000 | -0.6% | 33,600 | 0.0% | 0.20% | +2.0% |
| Q4 2020 | $883,000 | +0.2% | 33,600 | 0.0% | 0.20% | -22.7% |
| Q3 2020 | $881,000 | 0.0% | 33,600 | 0.0% | 0.26% | -12.5% |
| Q2 2020 | $881,000 | +4.9% | 33,600 | 0.0% | 0.30% | -8.3% |
| Q1 2020 | $840,000 | -2.2% | 33,600 | 0.0% | 0.32% | +29.1% |
| Q4 2019 | $859,000 | -0.1% | 33,600 | 0.0% | 0.25% | -19.6% |
| Q3 2019 | $860,000 | +0.7% | 33,600 | 0.0% | 0.31% | +16.4% |
| Q2 2019 | $854,000 | +1.7% | 33,600 | 0.0% | 0.27% | -23.0% |
| Q1 2019 | $840,000 | +3.3% | 33,600 | 0.0% | 0.35% | -3.6% |
| Q4 2018 | $813,000 | -0.4% | 33,600 | 0.0% | 0.36% | +16.8% |
| Q3 2018 | $816,000 | 0.0% | 33,600 | 0.0% | 0.31% | -1.3% |
| Q2 2018 | $816,000 | – | 33,600 | – | 0.31% | – |
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% |