ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $945,193 | +3.9% | 37,271 | +3.6% | 0.70% | +7.6% |
Q2 2023 | $909,530 | -9.3% | 35,964 | -9.7% | 0.65% | -1.8% |
Q1 2023 | $1,002,738 | +16.4% | 39,807 | +15.7% | 0.66% | +19.2% |
Q4 2022 | $861,157 | +1.1% | 34,405 | +0.8% | 0.55% | -4.7% |
Q3 2022 | $852,000 | +33.3% | 34,142 | +34.1% | 0.58% | -57.8% |
Q2 2022 | $639,000 | – | 25,453 | – | 1.37% | – |
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% |