ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,630 | +1.3% | 17,375 | +1.0% | 0.07% | 0.0% |
| Q2 2023 | $434,988 | +0.4% | 17,200 | 0.0% | 0.07% | -39.1% |
| Q1 2023 | $433,268 | +0.6% | 17,200 | 0.0% | 0.12% | -31.1% |
| Q4 2022 | $430,516 | -16.1% | 17,200 | -16.4% | 0.17% | -28.3% |
| Q3 2022 | $513,000 | +31.5% | 20,565 | +32.4% | 0.23% | +28.7% |
| Q2 2022 | $390,000 | +128.1% | 15,536 | +129.8% | 0.18% | +174.2% |
| Q1 2022 | $171,000 | +6.9% | 6,761 | +8.3% | 0.07% | -5.7% |
| Q4 2021 | $160,000 | -0.6% | 6,245 | +0.8% | 0.07% | -14.6% |
| Q3 2021 | $161,000 | 0.0% | 6,195 | +0.4% | 0.08% | -4.7% |
| Q2 2021 | $161,000 | 0.0% | 6,168 | +0.5% | 0.09% | -20.4% |
| Q1 2021 | $161,000 | 0.0% | 6,140 | +0.3% | 0.11% | -10.0% |
| Q4 2020 | $161,000 | +1.3% | 6,120 | +0.7% | 0.12% | -16.7% |
| Q3 2020 | $159,000 | +0.6% | 6,075 | +0.6% | 0.14% | -8.3% |
| Q2 2020 | $158,000 | +5.3% | 6,039 | +0.7% | 0.16% | +33.1% |
| Q1 2020 | $150,000 | -2.0% | 5,997 | +0.5% | 0.12% | +26.9% |
| Q4 2019 | $153,000 | – | 5,969 | – | 0.09% | – |
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% |