ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 87 filers reported holding ISHARES TR in Q3 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 | 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% |