ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 215 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |