ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $242,188 | +0.7% | 9,550 | 0.0% | 0.08% | +63.3% |
Q1 2023 | $240,565 | +0.6% | 9,550 | 0.0% | 0.05% | -3.9% |
Q4 2022 | $239,037 | -0.4% | 9,550 | 0.0% | 0.05% | +4.1% |
Q2 2022 | $240,000 | -0.4% | 9,550 | 0.0% | 0.05% | +22.5% |
Q1 2022 | $241,000 | -1.6% | 9,550 | 0.0% | 0.04% | +2.6% |
Q4 2021 | $245,000 | -1.2% | 9,550 | 0.0% | 0.04% | -39.1% |
Q3 2021 | $248,000 | -0.4% | 9,550 | 0.0% | 0.06% | 0.0% |
Q2 2021 | $249,000 | -0.4% | 9,550 | 0.0% | 0.06% | -24.7% |
Q1 2021 | $250,000 | -0.4% | 9,550 | 0.0% | 0.08% | +60.4% |
Q4 2020 | $251,000 | +0.4% | 9,550 | 0.0% | 0.05% | -52.3% |
Q3 2020 | $250,000 | – | 9,550 | – | 0.11% | – |
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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% |