ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,860,611 | +11.2% | 73,368 | +10.9% | 0.42% | +12.9% |
| Q2 2023 | $1,673,185 | +18.3% | 66,160 | +17.9% | 0.37% | +14.1% |
| Q1 2023 | $1,413,976 | +299.8% | 56,132 | +297.3% | 0.33% | +271.6% |
| Q4 2022 | $353,653 | -9.8% | 14,129 | -10.0% | 0.09% | -12.0% |
| Q3 2022 | $392,000 | -31.8% | 15,702 | -31.5% | 0.10% | -30.1% |
| Q2 2022 | $575,000 | -15.9% | 22,912 | -15.4% | 0.14% | -8.9% |
| Q1 2022 | $684,000 | -2.6% | 27,070 | -1.0% | 0.16% | -1.3% |
| Q4 2021 | $702,000 | -33.5% | 27,340 | -32.6% | 0.16% | -38.1% |
| Q3 2021 | $1,055,000 | -38.4% | 40,581 | -38.2% | 0.26% | -40.2% |
| Q2 2021 | $1,712,000 | +9.4% | 65,671 | +9.7% | 0.43% | -1.4% |
| Q1 2021 | $1,565,000 | +12.6% | 59,872 | +13.2% | 0.44% | +45.3% |
| Q4 2020 | $1,390,000 | – | 52,902 | – | 0.30% | – |
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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% |