ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 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 | 447,156 | $11,326,463 | 13.23% |
| American Planning Services, Inc. | 608,756 | $15,438,052 | 10.26% |
| Paradigm, Strategies in Wealth Management, LLC | 498,577 | $12,643,908 | 8.06% |
| Ruggaard & Associates LLC | 474,954 | $12,044,843 | 7.17% |
| PFG Private Wealth Management, LLC | 233,076 | $5,910,812 | 4.39% |
| Windsor Capital Management, LLC | 488,053 | $12,377,036 | 4.28% |
| Keeler Thomas Management LLC | 432,838 | $10,976,973 | 4.06% |
| Summit Asset Management, LLC | 526,777 | $13,359,059 | 3.63% |
| Madden Advisory Services, Inc. | 222,050 | $5,631,189 | 3.56% |
| Reliant Wealth Planning | 250,626 | $6,355,875 | 3.37% |