ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 157 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,910,812 | -23.7% | 233,076 | -23.9% | 4.39% | -3.8% |
Q2 2023 | $7,741,842 | +4.4% | 306,123 | +4.0% | 4.57% | -3.1% |
Q1 2023 | $7,414,586 | +97627.5% | 294,346 | -2.9% | 4.71% | +0.1% |
Q4 2022 | $7,587 | -99.9% | 303,114 | +4.2% | 4.71% | -1.2% |
Q3 2022 | $7,258,000 | +26.4% | 290,896 | +27.2% | 4.77% | +48.0% |
Q2 2022 | $5,740,000 | +3.3% | 228,768 | +4.0% | 3.22% | +12.8% |
Q1 2022 | $5,558,000 | +2.8% | 219,864 | +4.4% | 2.85% | +2.2% |
Q4 2021 | $5,406,000 | -28.5% | 210,577 | -27.6% | 2.79% | -36.9% |
Q3 2021 | $7,558,000 | +6.3% | 290,688 | +6.6% | 4.42% | -4.1% |
Q2 2021 | $7,109,000 | +4.6% | 272,651 | +4.8% | 4.61% | -1.5% |
Q1 2021 | $6,798,000 | +47.1% | 260,079 | +47.8% | 4.68% | +32.0% |
Q4 2020 | $4,622,000 | +8.5% | 175,959 | +8.4% | 3.54% | -4.6% |
Q3 2020 | $4,258,000 | +10.2% | 162,349 | +10.2% | 3.71% | +2.0% |
Q2 2020 | $3,864,000 | +7.8% | 147,306 | +2.7% | 3.64% | -5.8% |
Q1 2020 | $3,585,000 | +1.1% | 143,388 | +3.3% | 3.86% | +21.8% |
Q4 2019 | $3,547,000 | – | 138,754 | – | 3.17% | – |
Download |
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% |