ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $945,490 | -1.5% | 37,283 | -1.7% | 0.13% | -8.0% |
| Q2 2023 | $959,419 | +33.6% | 37,937 | +33.1% | 0.14% | +22.1% |
| Q1 2023 | $717,983 | +1.8% | 28,503 | +1.2% | 0.11% | -8.9% |
| Q4 2022 | $705,220 | -2.1% | 28,175 | -2.4% | 0.12% | -31.5% |
| Q3 2022 | $720,000 | +2.1% | 28,855 | +2.7% | 0.18% | -9.0% |
| Q2 2022 | $705,000 | +5.1% | 28,101 | +5.9% | 0.20% | +19.2% |
| Q1 2022 | $671,000 | -59.1% | 26,524 | -58.5% | 0.17% | -60.9% |
| Q4 2021 | $1,641,000 | +7.7% | 63,920 | +9.1% | 0.43% | -14.3% |
| Q3 2021 | $1,523,000 | +5.2% | 58,595 | +5.5% | 0.50% | +9.0% |
| Q2 2021 | $1,448,000 | +15.8% | 55,544 | +16.2% | 0.46% | +1.6% |
| Q1 2021 | $1,250,000 | +1.7% | 47,810 | +2.2% | 0.45% | -8.5% |
| Q4 2020 | $1,229,000 | – | 46,789 | – | 0.49% | – |
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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% |