ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $13,426,579 | -18.4% | 530,905 | -18.8% | 5.01% | -25.7% |
Q1 2023 | $16,462,461 | +0.6% | 653,532 | -0.0% | 6.74% | -5.7% |
Q4 2022 | $16,358,402 | +49.1% | 653,552 | +48.6% | 7.15% | +43.4% |
Q3 2022 | $10,971,000 | -6.3% | 439,713 | -5.8% | 4.99% | -2.1% |
Q2 2022 | $11,709,000 | -12.0% | 466,679 | -11.3% | 5.09% | +5.2% |
Q1 2022 | $13,303,000 | +0.1% | 526,226 | +1.6% | 4.84% | +1.6% |
Q4 2021 | $13,292,000 | +67.8% | 517,808 | +69.9% | 4.76% | +49.8% |
Q3 2021 | $7,923,000 | +18.9% | 304,732 | +19.3% | 3.18% | +15.3% |
Q2 2021 | $6,662,000 | +154.9% | 255,510 | +155.5% | 2.76% | +125.2% |
Q1 2021 | $2,614,000 | +10.1% | 100,010 | +10.6% | 1.22% | -1.2% |
Q4 2020 | $2,375,000 | +14.0% | 90,392 | +13.8% | 1.24% | -8.2% |
Q3 2020 | $2,083,000 | +46.2% | 79,410 | +46.2% | 1.35% | +27.2% |
Q2 2020 | $1,425,000 | +24.0% | 54,332 | +18.2% | 1.06% | +1.0% |
Q1 2020 | $1,149,000 | +67.2% | 45,969 | +71.0% | 1.05% | +94.8% |
Q4 2019 | $687,000 | – | 26,878 | – | 0.54% | – |
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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% |