ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $814 | -5.1% | 32,104 | -5.4% | 0.13% | +18.2% |
| Q2 2023 | $858 | -6.8% | 33,937 | -7.1% | 0.11% | -34.5% |
| Q1 2023 | $921 | 0.0% | 36,548 | -0.6% | 0.17% | -19.6% |
| Q4 2022 | $921 | -99.9% | 36,787 | -96.5% | 0.21% | -12.9% |
| Q3 2022 | $1,044,000 | +17.0% | 1,044,617 | +2837.9% | 0.24% | +76.5% |
| Q2 2022 | $892,000 | +2377.8% | 35,556 | -96.1% | 0.14% | -13.4% |
| Q1 2022 | $36,000 | -96.6% | 909,069 | +2126.7% | 0.16% | +12.1% |
| Q4 2021 | $1,045,000 | -4.9% | 40,825 | -3.4% | 0.14% | -7.3% |
| Q3 2021 | $1,099,000 | -15.9% | 42,251 | -15.1% | 0.15% | -27.4% |
| Q4 2020 | $1,307,000 | – | 49,756 | – | 0.21% | – |
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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% |