ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,355,875 | +3.8% | 250,626 | +3.5% | 3.37% | -8.7% |
| Q2 2023 | $6,124,302 | -0.2% | 242,163 | -0.6% | 3.70% | -2.9% |
| Q1 2023 | $6,137,972 | -2.8% | 243,667 | -3.5% | 3.80% | -0.7% |
| Q4 2022 | $6,317,897 | +0.4% | 252,413 | +0.1% | 3.83% | +43.5% |
| Q3 2022 | $6,293,000 | +2.3% | 252,229 | +2.8% | 2.67% | +3.4% |
| Q2 2022 | $6,153,000 | – | 245,265 | – | 2.58% | – |
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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% |