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 | $10,619 | +0.7% | 418 | +1572.0% | 0.00% | -100.0% |
| Q1 2023 | $10,540 | -99.9% | 25 | -80.0% | 0.32% | -7.9% |
| Q3 2022 | $10,439,000 | -0.6% | 125 | 0.0% | 0.35% | +8.3% |
| Q2 2022 | $10,498,000 | -0.7% | 125 | 0.0% | 0.33% | +9.8% |
| Q1 2022 | $10,577,000 | -16.7% | 125 | -51.9% | 0.30% | +3.5% |
| Q4 2021 | $12,695,000 | +48726.9% | 260 | -58.7% | 0.29% | +2291.7% |
| Q3 2021 | $26,000 | – | 629 | +31350.0% | 0.01% | – |
| Q1 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $373,000 | -27.1% | 14,570 | -27.7% | 0.32% | -23.6% |
| Q2 2019 | $512,000 | -15.0% | 20,156 | -16.7% | 0.42% | -13.8% |
| Q1 2019 | $602,000 | +1014.8% | 24,206 | +974.9% | 0.49% | +754.4% |
| Q3 2018 | $54,000 | +63.6% | 2,252 | +66.8% | 0.06% | +83.9% |
| Q2 2018 | $33,000 | +13.8% | 1,350 | +13.5% | 0.03% | +3.3% |
| Q1 2018 | $29,000 | – | 1,189 | – | 0.03% | – |
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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% |