ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,338 | +1.3% | 20,755 | +1.1% | 0.42% | +2.2% |
| Q2 2023 | $519,371 | +2.8% | 20,536 | +2.4% | 0.41% | -1.0% |
| Q1 2023 | $504,999 | +87.7% | 20,048 | +86.9% | 0.42% | +72.7% |
| Q4 2022 | $269,000 | +146.8% | 10,728 | +144.7% | 0.24% | +126.2% |
| Q3 2022 | $109,000 | -38.4% | 4,385 | -37.7% | 0.11% | -35.5% |
| Q2 2022 | $177,000 | -44.3% | 7,035 | -44.1% | 0.17% | -41.1% |
| Q1 2022 | $318,000 | 0.0% | 12,574 | +1.6% | 0.28% | +9.7% |
| Q4 2021 | $318,000 | +13.2% | 12,373 | +14.3% | 0.26% | +5.3% |
| Q3 2021 | $281,000 | +57.0% | 10,823 | +57.9% | 0.24% | +51.6% |
| Q2 2021 | $179,000 | +1.7% | 6,855 | +1.8% | 0.16% | -5.3% |
| Q1 2021 | $176,000 | – | 6,731 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 832,543 | $21,313,000 | 5.07% |
| TLWM | 376,368 | $9,649,000 | 4.96% |
| Guidant Wealth Advisors | 313,545 | $8,027,000 | 2.98% |
| Day & Ennis, LLC | 219,208 | $5,612,000 | 2.89% |
| Gateway Advisory, LLC | 283,347 | $7,254,000 | 2.46% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,962 | $3,173,000 | 2.25% |
| Sound View Wealth Advisors Group, LLC | 253,203 | $6,482,000 | 1.93% |
| Signature Wealth Management Group | 108,939 | $2,789,000 | 1.85% |
| Motley Fool Wealth Management, LLC | 960,443 | $24,587,000 | 1.62% |
| Camelot Portfolios, LLC | 120,976 | $3,097,000 | 1.46% |