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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,130,000 | -5.1% | 44,020 | -3.9% | 0.07% | -11.2% |
Q3 2021 | $1,191,000 | +0.7% | 45,792 | +1.0% | 0.08% | +1.3% |
Q2 2021 | $1,183,000 | +2.2% | 45,359 | +2.4% | 0.08% | -3.7% |
Q1 2021 | $1,158,000 | -5.5% | 44,313 | -5.1% | 0.08% | -2.4% |
Q4 2020 | $1,226,000 | +0.2% | 46,683 | +0.0% | 0.08% | -19.2% |
Q3 2020 | $1,224,000 | -4.7% | 46,664 | -4.8% | 0.10% | -14.8% |
Q2 2020 | $1,285,000 | +7.3% | 48,998 | +2.2% | 0.12% | -28.7% |
Q1 2020 | $1,198,000 | -0.1% | 47,931 | +2.2% | 0.17% | +33.6% |
Q4 2019 | $1,199,000 | +15.5% | 46,920 | +15.7% | 0.13% | +7.6% |
Q3 2019 | $1,038,000 | -0.8% | 40,559 | -1.5% | 0.12% | -1.7% |
Q2 2019 | $1,046,000 | +2.6% | 41,183 | +1.1% | 0.12% | -4.7% |
Q1 2019 | $1,019,000 | -1.5% | 40,747 | -4.7% | 0.13% | -9.9% |
Q4 2018 | $1,034,000 | – | 42,749 | – | 0.14% | – |
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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% |