ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. 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% | – |
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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% |