ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,040,090 | -1.3% | 41,013 | -1.6% | 0.14% | +5.3% |
| Q2 2023 | $1,054,062 | -1.2% | 41,679 | -1.6% | 0.13% | -10.2% |
| Q1 2023 | $1,066,671 | +0.6% | 42,345 | 0.0% | 0.15% | -10.9% |
| Q4 2022 | $1,059,895 | -2.7% | 42,345 | -3.0% | 0.16% | -1.2% |
| Q3 2022 | $1,089,000 | -0.5% | 43,642 | -0.0% | 0.17% | +2.5% |
| Q2 2022 | $1,095,000 | -2.5% | 43,644 | -1.7% | 0.16% | +27.3% |
| Q1 2022 | $1,123,000 | -1.5% | 44,415 | 0.0% | 0.13% | +0.8% |
| Q4 2021 | $1,140,000 | +0.4% | 44,415 | +1.8% | 0.13% | -5.9% |
| Q3 2021 | $1,135,000 | -0.3% | 43,644 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $1,138,000 | -2.5% | 43,644 | -2.2% | 0.14% | -11.7% |
| Q1 2021 | $1,167,000 | +2.5% | 44,644 | +3.0% | 0.15% | -3.8% |
| Q4 2020 | $1,139,000 | +34.3% | 43,347 | +34.1% | 0.16% | +19.4% |
| Q3 2020 | $848,000 | 0.0% | 32,325 | 0.0% | 0.13% | -13.0% |
| Q2 2020 | $848,000 | +91.0% | 32,325 | +81.9% | 0.15% | +83.3% |
| Q1 2020 | $444,000 | – | 17,775 | – | 0.08% | – |
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% |