ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,935 | -6.6% | 28,665 | -6.9% | 0.20% | -5.6% |
| Q2 2023 | $778,534 | -0.0% | 30,784 | -0.4% | 0.21% | -6.6% |
| Q1 2023 | $778,748 | +0.0% | 30,915 | -0.6% | 0.23% | -18.5% |
| Q4 2022 | $778,485 | -2.4% | 31,102 | -2.8% | 0.28% | -11.9% |
| Q3 2022 | $798,000 | -0.5% | 31,982 | +0.0% | 0.32% | +2.6% |
| Q2 2022 | $802,000 | +48.5% | 31,969 | +49.7% | 0.31% | +57.1% |
| Q1 2022 | $540,000 | -0.9% | 21,349 | +0.0% | 0.20% | -3.4% |
| Q4 2021 | $545,000 | -18.5% | 21,341 | -17.1% | 0.20% | -22.3% |
| Q3 2021 | $669,000 | -1.8% | 25,737 | -1.5% | 0.26% | -15.7% |
| Q2 2021 | $681,000 | -0.3% | 26,125 | +0.0% | 0.31% | -5.7% |
| Q1 2021 | $683,000 | -0.3% | 26,113 | +0.0% | 0.33% | -12.2% |
| Q4 2020 | $685,000 | +0.1% | 26,104 | +0.1% | 0.38% | -13.3% |
| Q3 2020 | $684,000 | +22.6% | 26,084 | +22.6% | 0.44% | -0.2% |
| Q2 2020 | $558,000 | +15.8% | 21,281 | +10.4% | 0.44% | -11.4% |
| Q1 2020 | $482,000 | – | 19,273 | – | 0.49% | – |
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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% |