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 | $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 ↓ |
|---|---|---|---|
| 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% |