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 | $13,795,688 | -3.7% | 543,994 | -3.9% | 1.72% | -8.6% |
| Q2 2023 | $14,323,246 | -6.1% | 566,360 | -6.5% | 1.88% | -10.3% |
| Q1 2023 | $15,260,078 | +41.3% | 605,799 | +40.4% | 2.09% | -8.3% |
| Q4 2022 | $10,800,062 | -2.0% | 431,485 | -2.3% | 2.28% | -7.6% |
| Q3 2022 | $11,021,000 | -1.1% | 441,720 | -0.5% | 2.47% | +6.0% |
| Q2 2022 | $11,141,000 | +1.2% | 444,022 | +2.0% | 2.33% | +11.4% |
| Q1 2022 | $11,008,000 | +2.2% | 435,454 | +3.8% | 2.09% | +2.9% |
| Q4 2021 | $10,768,000 | +3.2% | 419,475 | +4.5% | 2.04% | -6.6% |
| Q3 2021 | $10,435,000 | +1.3% | 401,356 | +1.6% | 2.18% | +0.6% |
| Q2 2021 | $10,306,000 | +8.3% | 395,227 | +8.6% | 2.17% | -2.3% |
| Q1 2021 | $9,517,000 | +4.6% | 364,077 | +5.2% | 2.22% | -0.3% |
| Q4 2020 | $9,095,000 | +0.8% | 346,209 | +0.7% | 2.22% | -6.4% |
| Q3 2020 | $9,019,000 | +5.5% | 343,846 | +5.5% | 2.38% | -1.4% |
| Q2 2020 | $8,550,000 | +11.5% | 325,965 | +6.2% | 2.41% | -9.1% |
| Q1 2020 | $7,670,000 | -1.8% | 306,816 | +0.4% | 2.65% | +20.2% |
| Q4 2019 | $7,812,000 | +20.5% | 305,619 | +20.7% | 2.20% | +14.1% |
| Q3 2019 | $6,482,000 | +9.7% | 253,203 | +8.9% | 1.93% | +10.6% |
| Q2 2019 | $5,909,000 | – | 232,549 | – | 1.75% | – |
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% |