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 | $5,198,673 | +0.3% | 204,995 | +0.1% | 1.72% | +6.4% |
| Q2 2023 | $5,181,188 | +1.6% | 204,871 | +1.2% | 1.62% | -4.1% |
| Q1 2023 | $5,100,296 | -6.6% | 202,473 | -7.2% | 1.69% | -14.4% |
| Q4 2022 | $5,461,145 | -0.8% | 218,184 | -1.1% | 1.97% | -10.3% |
| Q3 2022 | $5,506,000 | +3.7% | 220,688 | +4.3% | 2.20% | +0.5% |
| Q2 2022 | $5,310,000 | – | 211,669 | – | 2.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 447,156 | $11,326,463 | 13.23% |
| American Planning Services, Inc. | 608,756 | $15,438,052 | 10.26% |
| Paradigm, Strategies in Wealth Management, LLC | 498,577 | $12,643,908 | 8.06% |
| Ruggaard & Associates LLC | 474,954 | $12,044,843 | 7.17% |
| PFG Private Wealth Management, LLC | 233,076 | $5,910,812 | 4.39% |
| Windsor Capital Management, LLC | 488,053 | $12,377,036 | 4.28% |
| Keeler Thomas Management LLC | 432,838 | $10,976,973 | 4.06% |
| Summit Asset Management, LLC | 526,777 | $13,359,059 | 3.63% |
| Madden Advisory Services, Inc. | 222,050 | $5,631,189 | 3.56% |
| Reliant Wealth Planning | 250,626 | $6,355,875 | 3.37% |