ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. 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% | – |
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% |