ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,084 | -13.5% | 21,415 | -13.8% | 0.36% | -12.5% |
| Q2 2023 | $628,181 | +4.8% | 24,839 | +4.4% | 0.41% | +10.0% |
| Q1 2023 | $599,154 | +7.0% | 23,785 | +6.4% | 0.37% | +0.8% |
| Q4 2022 | $559,728 | +93.0% | 22,362 | +92.3% | 0.37% | +78.6% |
| Q3 2022 | $290,000 | -0.3% | 11,631 | +0.4% | 0.21% | -7.6% |
| Q2 2022 | $291,000 | -11.3% | 11,580 | -10.8% | 0.22% | -1.8% |
| Q1 2022 | $328,000 | +2.5% | 12,986 | +4.3% | 0.23% | +5.1% |
| Q4 2021 | $320,000 | -0.3% | 12,447 | +0.8% | 0.22% | -23.4% |
| Q3 2021 | $321,000 | +8.4% | 12,351 | +8.9% | 0.28% | -7.2% |
| Q2 2021 | $296,000 | – | 11,342 | – | 0.30% | – |
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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% |