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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $84,595 | -71.8% | 3,356 | -72.0% | 0.00% | -71.4% |
| Q4 2022 | $299,697 | -7.2% | 11,974 | -7.6% | 0.01% | -26.3% |
| Q3 2022 | $323,000 | -9.0% | 12,958 | -8.5% | 0.02% | -9.5% |
| Q2 2022 | $355,000 | -4.8% | 14,156 | -4.1% | 0.02% | +50.0% |
| Q1 2022 | $373,000 | +22.3% | 14,761 | +24.4% | 0.01% | +27.3% |
| Q4 2021 | $305,000 | – | 11,863 | – | 0.01% | – |
Download | ||||||
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% |