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 | $269,805 | -4.9% | 10,639 | -5.2% | 0.01% | -18.8% |
| Q2 2023 | $283,729 | -42.6% | 11,219 | -42.8% | 0.02% | -50.0% |
| Q1 2023 | $494,388 | +128.9% | 19,626 | +126.4% | 0.03% | +146.2% |
| Q3 2022 | $216,000 | -0.5% | 8,667 | 0.0% | 0.01% | -27.8% |
| Q2 2022 | $217,000 | +3.8% | 8,667 | +4.9% | 0.02% | -14.3% |
| Q1 2022 | $209,000 | -1.4% | 8,262 | 0.0% | 0.02% | -52.3% |
| Q4 2021 | $212,000 | – | 8,262 | – | 0.04% | – |
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% |