ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,780,855 | -25.4% | 70,223 | -25.6% | 0.33% | -25.0% |
Q2 2023 | $2,387,528 | +11.6% | 94,406 | +11.1% | 0.44% | +9.6% |
Q1 2023 | $2,140,193 | +39.1% | 84,962 | +38.2% | 0.40% | +29.8% |
Q4 2022 | $1,539,095 | +15.3% | 61,490 | +15.0% | 0.31% | -2.8% |
Q3 2022 | $1,335,000 | +9.2% | 53,488 | +9.8% | 0.32% | +12.2% |
Q2 2022 | $1,222,000 | +8.7% | 48,703 | +9.6% | 0.29% | +27.7% |
Q1 2022 | $1,124,000 | +3.7% | 44,457 | +5.3% | 0.22% | -3.4% |
Q4 2021 | $1,084,000 | +19.9% | 42,212 | +21.4% | 0.23% | -27.3% |
Q3 2021 | $904,000 | +4.3% | 34,764 | +4.6% | 0.32% | +54.1% |
Q2 2021 | $867,000 | +8.9% | 33,240 | -69.6% | 0.21% | +5.6% |
Q1 2021 | $796,000 | 0.0% | 109,390 | -0.2% | 0.20% | -16.6% |
Q4 2020 | $796,000 | – | 109,658 | – | 0.24% | – |
Download |
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% |