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 2023 | $272,442 | +0.4% | 10,743 | 0.0% | 0.08% | +7.0% |
| Q2 2023 | $271,261 | -9.0% | 10,743 | -9.3% | 0.07% | -18.4% |
| Q1 2023 | $298,224 | +6.3% | 11,839 | +5.6% | 0.09% | -3.3% |
| Q4 2022 | $280,661 | +0.6% | 11,213 | 0.0% | 0.09% | -5.3% |
| Q3 2022 | $279,000 | -21.2% | 11,213 | -20.5% | 0.10% | -15.9% |
| Q2 2022 | $354,000 | -6.6% | 14,108 | -6.0% | 0.11% | +9.7% |
| Q1 2022 | $379,000 | -1.6% | 15,008 | +0.0% | 0.10% | -1.9% |
| Q4 2021 | $385,000 | -3.8% | 15,006 | -2.6% | 0.10% | -12.5% |
| Q3 2021 | $400,000 | -30.4% | 15,402 | -30.2% | 0.12% | -23.6% |
| Q2 2021 | $575,000 | +7.5% | 22,064 | +7.8% | 0.16% | +40.2% |
| Q1 2021 | $535,000 | -3.9% | 20,464 | -3.5% | 0.11% | -9.7% |
| Q4 2020 | $557,000 | +40.3% | 21,212 | +40.0% | 0.12% | +21.6% |
| Q3 2020 | $397,000 | 0.0% | 15,152 | 0.0% | 0.10% | +8.5% |
| Q2 2020 | $397,000 | -1.2% | 15,152 | -5.9% | 0.09% | -20.3% |
| Q1 2020 | $402,000 | +8.1% | 16,094 | +10.6% | 0.12% | +25.5% |
| Q4 2019 | $372,000 | -5.1% | 14,551 | -5.1% | 0.09% | -13.0% |
| Q3 2019 | $392,000 | +18.4% | 15,331 | +17.7% | 0.11% | +12.5% |
| Q2 2019 | $331,000 | +6.4% | 13,027 | +4.9% | 0.10% | -2.0% |
| Q1 2019 | $311,000 | +3.7% | 12,420 | +0.0% | 0.10% | -17.6% |
| Q4 2018 | $300,000 | -21.5% | 12,419 | -20.9% | 0.12% | -13.1% |
| Q3 2018 | $382,000 | +6.7% | 15,704 | +6.4% | 0.14% | +0.7% |
| Q2 2018 | $358,000 | +43.2% | 14,753 | +44.2% | 0.14% | +27.1% |
| Q1 2018 | $250,000 | +1.6% | 10,230 | +4.1% | 0.11% | +4.9% |
| Q4 2017 | $246,000 | – | 9,824 | – | 0.10% | – |
Download | ||||||
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% |