ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. 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% | – |
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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% |