ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,179,270 | -2.7% | 85,933 | -3.0% | 1.40% | +0.1% |
| Q2 2023 | $2,239,906 | -7.4% | 88,569 | -7.8% | 1.40% | -6.9% |
| Q1 2023 | $2,418,563 | -4.5% | 96,013 | -5.1% | 1.50% | -5.5% |
| Q4 2022 | $2,533,055 | -0.2% | 101,201 | -0.5% | 1.59% | -9.9% |
| Q3 2022 | $2,538,000 | -1.1% | 101,729 | -0.5% | 1.76% | +6.1% |
| Q2 2022 | $2,566,000 | -1.8% | 102,278 | -1.0% | 1.66% | +18.5% |
| Q1 2022 | $2,612,000 | -1.7% | 103,303 | -0.2% | 1.40% | -0.9% |
| Q4 2021 | $2,657,000 | -1.3% | 103,507 | +0.0% | 1.42% | -9.1% |
| Q3 2021 | $2,691,000 | -1.6% | 103,484 | -1.4% | 1.56% | +2.0% |
| Q2 2021 | $2,735,000 | -1.0% | 104,907 | -0.7% | 1.53% | -5.1% |
| Q1 2021 | $2,762,000 | -7.6% | 105,665 | -7.1% | 1.61% | -19.2% |
| Q4 2020 | $2,989,000 | -0.3% | 113,785 | -0.4% | 1.99% | -9.2% |
| Q3 2020 | $2,997,000 | -0.4% | 114,253 | -0.4% | 2.19% | -1.3% |
| Q2 2020 | $3,010,000 | +2.0% | 114,758 | -2.8% | 2.22% | -14.8% |
| Q1 2020 | $2,950,000 | -9.1% | 118,006 | -7.0% | 2.61% | +20.8% |
| Q4 2019 | $3,244,000 | +2.2% | 126,929 | +2.4% | 2.16% | -4.0% |
| Q3 2019 | $3,173,000 | +0.4% | 123,962 | -0.3% | 2.25% | 0.0% |
| Q2 2019 | $3,159,000 | +2.0% | 124,336 | +0.4% | 2.25% | +5.7% |
| Q1 2019 | $3,096,000 | +3.2% | 123,802 | -0.2% | 2.13% | -7.2% |
| Q4 2018 | $3,001,000 | -0.7% | 124,077 | -0.2% | 2.29% | +7.4% |
| Q3 2018 | $3,021,000 | -0.3% | 124,300 | -0.4% | 2.13% | -5.7% |
| Q2 2018 | $3,029,000 | -0.9% | 124,753 | -0.1% | 2.26% | -4.7% |
| Q1 2018 | $3,058,000 | +0.0% | 124,919 | +2.4% | 2.38% | +4.4% |
| Q4 2017 | $3,057,000 | – | 121,944 | – | 2.27% | – |
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% |