ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,687 | -4.5% | 8,229 | -4.8% | 0.00% | 0.0% |
| Q2 2023 | $218,506 | -58.1% | 8,640 | -58.2% | 0.00% | -62.5% |
| Q1 2023 | $521,080 | -38.7% | 20,686 | -39.1% | 0.01% | -42.9% |
| Q4 2022 | $850,495 | -2.0% | 33,979 | -2.3% | 0.01% | -12.5% |
| Q3 2022 | $868,000 | -1.8% | 34,792 | -1.3% | 0.02% | 0.0% |
| Q2 2022 | $884,000 | -24.3% | 35,238 | -23.7% | 0.02% | -11.1% |
| Q1 2022 | $1,168,000 | +99.0% | 46,203 | +102.1% | 0.02% | +100.0% |
| Q4 2021 | $587,000 | +1.0% | 22,862 | +2.4% | 0.01% | -10.0% |
| Q3 2021 | $581,000 | -9.8% | 22,328 | -9.6% | 0.01% | -9.1% |
| Q2 2021 | $644,000 | -99.9% | 24,707 | -41.5% | 0.01% | +10.0% |
| Q1 2021 | $1,103,788,000 | +329389.0% | 42,226 | +231.3% | 0.01% | +42.9% |
| Q4 2020 | $335,000 | +0.3% | 12,745 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $334,000 | +42.7% | 12,745 | +42.6% | 0.01% | +14.3% |
| Q2 2020 | $234,000 | +4.9% | 8,936 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $223,000 | -2.2% | 8,936 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $228,000 | -0.4% | 8,936 | -0.4% | 0.01% | -12.5% |
| Q3 2019 | $229,000 | +59.0% | 8,976 | +57.8% | 0.01% | +60.0% |
| Q2 2019 | $144,000 | -41.2% | 5,687 | -43.5% | 0.01% | -58.3% |
| Q3 2018 | $245,000 | +0.4% | 10,063 | 0.0% | 0.01% | -20.0% |
| Q2 2018 | $244,000 | – | 10,063 | – | 0.02% | – |
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% |