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 | $3,255,488 | +112.0% | 128,371 | +111.4% | 0.18% | +76.8% |
| Q2 2023 | $1,535,381 | +12.1% | 60,711 | +11.7% | 0.10% | +1.0% |
| Q1 2023 | $1,369,253 | +30.3% | 54,357 | +29.5% | 0.10% | +27.3% |
| Q4 2022 | $1,050,559 | +0.4% | 41,972 | +0.1% | 0.08% | -10.5% |
| Q3 2022 | $1,046,000 | +33.2% | 41,942 | +34.1% | 0.09% | +28.4% |
| Q2 2022 | $785,000 | +1327.3% | 31,277 | +1390.8% | 0.07% | +272.2% |
| Q2 2021 | $55,000 | +17.0% | 2,098 | +17.1% | 0.02% | -5.3% |
| Q1 2021 | $47,000 | -92.1% | 1,791 | -92.1% | 0.02% | -84.8% |
| Q3 2020 | $592,000 | – | 22,561 | – | 0.12% | – |
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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% |