ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $279,000 | -67.5% | 11,137 | -67.2% | 0.21% | +7.7% |
| Q1 2022 | $859,000 | +37.2% | 33,994 | +39.5% | 0.20% | +46.6% |
| Q4 2021 | $626,000 | -25.9% | 24,370 | -25.0% | 0.13% | -30.0% |
| Q3 2021 | $845,000 | -0.4% | 32,502 | 0.0% | 0.19% | -1.6% |
| Q2 2021 | $848,000 | -23.0% | 32,502 | -22.9% | 0.19% | -29.6% |
| Q1 2021 | $1,102,000 | +53.5% | 42,166 | +54.3% | 0.27% | +107.6% |
| Q4 2020 | $718,000 | +20.3% | 27,322 | +20.1% | 0.13% | +5.6% |
| Q3 2020 | $597,000 | +21.8% | 22,758 | +21.8% | 0.12% | +17.9% |
| Q2 2020 | $490,000 | +33.9% | 18,685 | +27.5% | 0.11% | +11.6% |
| Q1 2020 | $366,000 | – | 14,659 | – | 0.10% | – |
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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% |