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 | $523,304 | -5.3% | 20,635 | -5.6% | 0.41% | -2.4% |
| Q2 2023 | $552,713 | -15.1% | 21,855 | -15.5% | 0.42% | -19.7% |
| Q1 2023 | $651,262 | +0.6% | 25,854 | 0.0% | 0.52% | -3.2% |
| Q4 2022 | $647,126 | -3.6% | 25,854 | -3.9% | 0.54% | -17.5% |
| Q3 2022 | $671,000 | -17.9% | 26,894 | -17.4% | 0.65% | -11.9% |
| Q2 2022 | $817,000 | -0.7% | 32,564 | 0.0% | 0.74% | +7.4% |
| Q1 2022 | $823,000 | -14.7% | 32,564 | -13.3% | 0.69% | -10.8% |
| Q4 2021 | $965,000 | -6.4% | 37,574 | -5.2% | 0.77% | -11.6% |
| Q3 2021 | $1,031,000 | -0.3% | 39,644 | 0.0% | 0.87% | -0.1% |
| Q2 2021 | $1,034,000 | -0.2% | 39,644 | 0.0% | 0.87% | -6.1% |
| Q1 2021 | $1,036,000 | -2.1% | 39,644 | -1.5% | 0.93% | +2.8% |
| Q4 2020 | $1,058,000 | – | 40,259 | – | 0.90% | – |
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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% |