ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 235 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $285,342 | -5.8% | 11,400 | -6.2% | 0.09% | -15.4% |
| Q3 2022 | $303,000 | -14.6% | 12,160 | -14.1% | 0.10% | -11.9% |
| Q2 2022 | $355,000 | -8.0% | 14,160 | -7.5% | 0.12% | +10.3% |
| Q1 2022 | $386,000 | -1.5% | 15,300 | 0.0% | 0.11% | +5.9% |
| Q4 2021 | $392,000 | -1.3% | 15,300 | 0.0% | 0.10% | -7.3% |
| Q3 2021 | $397,000 | -0.3% | 15,300 | 0.0% | 0.11% | -3.5% |
| Q2 2021 | $398,000 | +63.8% | 15,300 | +64.4% | 0.11% | +50.7% |
| Q1 2021 | $243,000 | -15.9% | 9,305 | -15.5% | 0.08% | -18.5% |
| Q4 2020 | $289,000 | -3.0% | 11,015 | -3.3% | 0.09% | -15.6% |
| Q3 2020 | $298,000 | – | 11,395 | – | 0.11% | – |
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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% |