ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 252 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,993,983 | -1.1% | 78,627 | -1.3% | 0.04% | 0.0% |
| Q2 2023 | $2,015,150 | +95179.0% | 79,682 | -5.1% | 0.04% | -20.5% |
| Q1 2023 | $2,115 | +57.0% | 83,978 | +56.0% | 0.04% | +18.9% |
| Q4 2022 | $1,347 | -99.9% | 53,818 | +3.2% | 0.04% | -11.9% |
| Q3 2022 | $1,302,000 | -5.7% | 52,166 | -5.1% | 0.04% | -2.3% |
| Q2 2022 | $1,380,000 | +3.4% | 54,995 | +4.2% | 0.04% | +4.9% |
| Q1 2022 | $1,335,000 | -8.2% | 52,790 | -6.8% | 0.04% | -4.7% |
| Q4 2021 | $1,454,000 | -8.0% | 56,629 | -6.8% | 0.04% | -15.7% |
| Q3 2021 | $1,580,000 | +7.0% | 60,757 | +7.2% | 0.05% | -1.9% |
| Q2 2021 | $1,477,000 | -48.6% | 56,659 | -48.5% | 0.05% | -55.9% |
| Q1 2021 | $2,875,000 | -10.4% | 109,984 | -10.0% | 0.12% | -22.4% |
| Q4 2020 | $3,210,000 | +101.0% | 122,203 | +100.7% | 0.15% | +55.1% |
| Q3 2020 | $1,597,000 | +13.7% | 60,880 | +13.6% | 0.10% | -3.0% |
| Q2 2020 | $1,405,000 | +215.0% | 53,572 | +206.8% | 0.10% | +165.8% |
| Q4 2019 | $446,000 | +97.3% | 17,461 | +97.6% | 0.04% | +52.0% |
| Q3 2019 | $226,000 | – | 8,835 | – | 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% |