ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $493,100 | -5.2% | 19,444 | -5.5% | 0.21% | -1.9% |
Q2 2023 | $520,392 | +0.4% | 20,577 | 0.0% | 0.21% | -5.8% |
Q1 2023 | $518,335 | +2.5% | 20,577 | +1.9% | 0.23% | -3.4% |
Q4 2022 | $505,656 | +0.3% | 20,202 | 0.0% | 0.23% | -10.0% |
Q3 2022 | $504,040 | -0.6% | 20,202 | 0.0% | 0.26% | +2.8% |
Q2 2022 | $506,868 | +1.8% | 20,202 | +2.6% | 0.25% | +17.7% |
Q1 2022 | $497,687 | -14.9% | 19,687 | -13.6% | 0.22% | -8.5% |
Q4 2021 | $585,096 | – | 22,793 | – | 0.24% | – |
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% |