ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 117 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,107,912 | -6.5% | 595,738 | -6.8% | 1.82% | -4.5% |
| Q2 2023 | $16,161,343 | -8.3% | 639,041 | -8.6% | 1.91% | -12.7% |
| Q1 2023 | $17,620,833 | -8.1% | 699,517 | -8.6% | 2.18% | -10.5% |
| Q4 2022 | $19,165,871 | -9.3% | 765,716 | -9.6% | 2.44% | -17.6% |
| Q3 2022 | $21,122,000 | -5.0% | 846,575 | -4.5% | 2.96% | -0.5% |
| Q2 2022 | $22,238,000 | -5.2% | 886,313 | -4.5% | 2.98% | +10.0% |
| Q1 2022 | $23,453,000 | -2.2% | 927,716 | -0.7% | 2.71% | +1.1% |
| Q4 2021 | $23,992,000 | -7.7% | 934,641 | -5.6% | 2.68% | -14.2% |
| Q3 2021 | $26,000,000 | +4.0% | 990,602 | +1.8% | 3.12% | 0.0% |
| Q2 2021 | $25,000,000 | 0.0% | 972,842 | +3.2% | 3.12% | -4.3% |
| Q1 2021 | $25,000,000 | +4.2% | 942,672 | +3.9% | 3.26% | -7.2% |
| Q4 2020 | $24,000,000 | +5.7% | 907,654 | +4.9% | 3.52% | -8.2% |
| Q3 2020 | $22,705,000 | +6.6% | 865,627 | +6.6% | 3.83% | -1.6% |
| Q2 2020 | $21,308,000 | +12.7% | 812,334 | +7.4% | 3.90% | -11.8% |
| Q1 2020 | $18,904,000 | -14.9% | 756,163 | -12.9% | 4.42% | -9.0% |
| Q4 2019 | $22,202,000 | +4.2% | 868,631 | +4.3% | 4.86% | -4.2% |
| Q3 2019 | $21,313,000 | -1.6% | 832,543 | -2.3% | 5.07% | -1.7% |
| Q2 2019 | $21,651,000 | +8.4% | 852,054 | +6.7% | 5.16% | +1.2% |
| Q1 2019 | $19,977,000 | – | 798,761 | – | 5.10% | – |
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% |