ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 215 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,014,000 | -11.3% | 38,777 | -10.9% | 0.90% | -16.2% |
| Q4 2020 | $1,143,000 | -14.0% | 43,515 | -14.1% | 1.08% | -13.3% |
| Q3 2020 | $1,329,000 | +0.9% | 50,673 | +0.9% | 1.24% | -6.2% |
| Q2 2020 | $1,317,000 | +6.0% | 50,244 | +1.1% | 1.33% | +7.7% |
| Q1 2020 | $1,243,000 | +1.2% | 49,709 | +3.4% | 1.23% | +7.5% |
| Q4 2019 | $1,228,000 | – | 48,057 | – | 1.14% | – |
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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% |