ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 215 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,630,956 | +48.7% | 143,177 | +48.3% | 0.91% | +54.1% |
| Q2 2023 | $2,442,437 | -0.0% | 96,577 | -0.4% | 0.59% | -3.9% |
| Q1 2023 | $2,443,617 | -36.1% | 97,008 | -36.5% | 0.62% | -37.5% |
| Q4 2022 | $3,823,383 | -4.5% | 152,752 | -4.9% | 0.98% | -11.7% |
| Q3 2022 | $4,005,000 | +2.7% | 160,540 | +3.3% | 1.12% | +3.2% |
| Q2 2022 | $3,900,000 | -11.1% | 155,458 | -10.4% | 1.08% | +10.8% |
| Q1 2022 | $4,387,000 | -0.3% | 173,524 | +1.2% | 0.98% | +4.7% |
| Q4 2021 | $4,402,000 | +1.8% | 171,469 | +3.1% | 0.93% | -8.5% |
| Q3 2021 | $4,324,000 | +0.8% | 166,325 | +1.0% | 1.02% | +3.1% |
| Q2 2021 | $4,291,000 | +0.5% | 164,730 | +0.8% | 0.99% | -6.8% |
| Q1 2021 | $4,270,000 | -22.1% | 163,356 | -21.7% | 1.06% | -30.6% |
| Q4 2020 | $5,483,000 | – | 208,710 | – | 1.53% | – |
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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% |