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 2022 | $2,879,000 | -3.0% | 115,382 | -2.5% | 2.88% | +8.9% |
| Q2 2022 | $2,968,000 | -3.8% | 118,308 | -3.1% | 2.64% | +19.0% |
| Q1 2022 | $3,086,000 | -3.2% | 122,056 | -1.7% | 2.22% | +14.0% |
| Q4 2021 | $3,187,000 | +0.4% | 124,136 | +1.6% | 1.95% | -9.8% |
| Q3 2021 | $3,175,000 | +0.8% | 122,130 | +1.1% | 2.16% | -3.4% |
| Q2 2021 | $3,150,000 | +80.1% | 120,794 | +80.6% | 2.24% | +64.5% |
| Q1 2021 | $1,749,000 | +22.0% | 66,895 | +22.6% | 1.36% | +13.2% |
| Q4 2020 | $1,434,000 | +72.6% | 54,573 | +72.2% | 1.20% | +53.6% |
| Q3 2020 | $831,000 | – | 31,690 | – | 0.78% | – |
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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% |