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 | $336,274 | +23.4% | 13,260 | +23.0% | 0.05% | +19.0% |
| Q2 2023 | $272,550 | -41.6% | 10,777 | -41.8% | 0.04% | -45.5% |
| Q1 2023 | $466,834 | -49.6% | 18,533 | -49.9% | 0.08% | -2.5% |
| Q4 2022 | $927,111 | +101.5% | 36,980 | +100.7% | 0.08% | -14.1% |
| Q3 2022 | $460,000 | -0.2% | 18,424 | +0.2% | 0.09% | +8.2% |
| Q2 2022 | $461,000 | -0.6% | 18,384 | +0.2% | 0.08% | +7.6% |
| Q1 2022 | $464,000 | -1.3% | 18,348 | +0.1% | 0.08% | -3.7% |
| Q4 2021 | $470,000 | -1.1% | 18,325 | +0.4% | 0.08% | -4.7% |
| Q3 2021 | $475,000 | -15.2% | 18,254 | -15.0% | 0.09% | -20.4% |
| Q2 2021 | $560,000 | 0.0% | 21,467 | +0.2% | 0.11% | -2.7% |
| Q1 2021 | $560,000 | -5.4% | 21,427 | -4.9% | 0.11% | -12.6% |
| Q4 2020 | $592,000 | +5.0% | 22,524 | +4.7% | 0.13% | -9.3% |
| Q3 2020 | $564,000 | +0.2% | 21,507 | +0.2% | 0.14% | -15.2% |
| Q2 2020 | $563,000 | +5.2% | 21,455 | +0.3% | 0.16% | -14.9% |
| Q1 2020 | $535,000 | +59.7% | 21,396 | +63.3% | 0.19% | +63.0% |
| Q4 2019 | $335,000 | – | 13,099 | – | 0.12% | – |
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% |