ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $949,640 | -11.0% | 37,446 | -11.3% | 1.01% | +0.5% |
| Q2 2023 | $1,067,217 | -3.0% | 42,199 | -3.4% | 1.00% | -10.6% |
| Q1 2023 | $1,100,618 | -3.1% | 43,693 | -3.7% | 1.12% | -13.2% |
| Q4 2022 | $1,135,673 | -25.1% | 45,372 | -25.4% | 1.29% | -25.5% |
| Q3 2022 | $1,517,000 | -0.6% | 60,809 | -0.0% | 1.73% | +4.0% |
| Q2 2022 | $1,526,000 | -0.5% | 60,836 | +0.2% | 1.66% | +17.0% |
| Q1 2022 | $1,534,000 | – | 60,692 | – | 1.42% | – |
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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% |