ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 131 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,427,218 | -1.8% | 95,710 | -2.1% | 0.69% | -4.7% |
| Q2 2023 | $2,472,580 | -3.1% | 97,769 | -3.5% | 0.72% | -1.6% |
| Q1 2023 | $2,552,076 | +138977.7% | 101,313 | +38.2% | 0.74% | +23.7% |
| Q4 2022 | $1,835 | -99.9% | 73,313 | -2.5% | 0.59% | -9.2% |
| Q3 2022 | $1,876,000 | -0.5% | 75,188 | +0.1% | 0.65% | +7.4% |
| Q2 2022 | $1,885,000 | +5.2% | 75,137 | +6.0% | 0.61% | +22.3% |
| Q1 2022 | $1,792,000 | +3.9% | 70,898 | +5.6% | 0.50% | +3.1% |
| Q4 2021 | $1,724,000 | -1.1% | 67,152 | +0.1% | 0.48% | -9.2% |
| Q3 2021 | $1,744,000 | +1.4% | 67,075 | +1.7% | 0.53% | +1.5% |
| Q2 2021 | $1,720,000 | +20.5% | 65,958 | +20.8% | 0.52% | +13.4% |
| Q1 2021 | $1,427,000 | +43.7% | 54,597 | +44.5% | 0.46% | +32.8% |
| Q4 2020 | $993,000 | +31.0% | 37,790 | +30.7% | 0.35% | +13.7% |
| Q3 2020 | $758,000 | +39.9% | 28,912 | +39.8% | 0.31% | +81.1% |
| Q2 2020 | $542,000 | -56.0% | 20,684 | -58.0% | 0.17% | -69.0% |
| Q1 2020 | $1,232,000 | +7.5% | 49,275 | +9.9% | 0.55% | +17.9% |
| Q4 2019 | $1,146,000 | +45.8% | 44,853 | +45.9% | 0.46% | +3.3% |
| Q3 2019 | $786,000 | +260.6% | 30,737 | +145.9% | 0.45% | +242.0% |
| Q2 2019 | $218,000 | -29.9% | 12,501 | +0.5% | 0.13% | -38.5% |
| Q1 2019 | $311,000 | +2.0% | 12,435 | -1.3% | 0.21% | -20.8% |
| Q4 2018 | $305,000 | – | 12,601 | – | 0.27% | – |
Download | ||||||
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% |