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 | $5,355,271 | +4.4% | 211,170 | +4.1% | 0.05% | +3.9% |
| Q2 2023 | $5,128,913 | +29.5% | 202,804 | +29.0% | 0.05% | +18.6% |
| Q1 2023 | $3,960,651 | +162.5% | 157,231 | +160.8% | 0.04% | +230.8% |
| Q4 2022 | $1,508,733 | -99.8% | 60,277 | -18.3% | 0.01% | +30.0% |
| Q3 2022 | $920,920,000 | +98499.6% | 73,748 | +98.2% | 0.01% | 0.0% |
| Q2 2022 | $934,000 | -2.8% | 37,214 | -2.1% | 0.01% | 0.0% |
| Q1 2022 | $961,000 | -80.4% | 38,003 | -80.1% | 0.01% | -80.0% |
| Q4 2021 | $4,914,000 | -3.9% | 191,411 | -2.7% | 0.05% | -2.0% |
| Q3 2021 | $5,113,000 | -3.3% | 196,644 | -3.0% | 0.05% | -15.0% |
| Q2 2021 | $5,286,000 | -1.1% | 202,712 | -0.8% | 0.06% | -11.8% |
| Q1 2021 | $5,344,000 | -24.5% | 204,443 | -24.2% | 0.07% | -17.1% |
| Q4 2020 | $7,079,000 | -99.9% | 269,583 | +12.1% | 0.08% | -30.5% |
| Q3 2020 | $6,296,000,000 | – | 240,526 | – | 0.12% | – |
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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% |