ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 68 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $435,000 | -71.6% | 17,896 | -71.6% | 0.33% | -72.5% |
| Q2 2018 | $1,529,000 | -10.6% | 62,972 | -9.9% | 1.21% | -13.8% |
| Q1 2018 | $1,711,000 | +30.5% | 69,880 | +33.6% | 1.41% | +43.6% |
| Q4 2017 | $1,311,000 | +75.3% | 52,287 | +77.4% | 0.98% | +66.1% |
| Q3 2017 | $748,000 | +2.2% | 29,474 | +1.6% | 0.59% | -10.1% |
| Q2 2016 | $732,000 | – | 29,019 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 447,156 | $11,326,463 | 13.23% |
| American Planning Services, Inc. | 608,756 | $15,438,052 | 10.26% |
| Paradigm, Strategies in Wealth Management, LLC | 498,577 | $12,643,908 | 8.06% |
| Ruggaard & Associates LLC | 474,954 | $12,044,843 | 7.17% |
| PFG Private Wealth Management, LLC | 233,076 | $5,910,812 | 4.39% |
| Windsor Capital Management, LLC | 488,053 | $12,377,036 | 4.28% |
| Keeler Thomas Management LLC | 432,838 | $10,976,973 | 4.06% |
| Summit Asset Management, LLC | 526,777 | $13,359,059 | 3.63% |
| Madden Advisory Services, Inc. | 222,050 | $5,631,189 | 3.56% |
| Reliant Wealth Planning | 250,626 | $6,355,875 | 3.37% |