INSTRUMENTAL WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 318 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
INSTRUMENTAL WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,326,463
+9.0%
447,156
+8.6%
13.23%
+5.9%
Q2 2023$10,391,386
+0.9%
411,703
+0.7%
12.49%
-8.1%
Q1 2023$10,303,130408,85413.60%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
TLWM 244,420$5,940,0003.71%
Matthew Goff Investment Advisor, LLC 320,477$7,800,0003.05%
Murphy, Middleton, Hinkle & Parker, Inc. 124,753$3,029,0002.26%
Motley Fool Wealth Management, LLC 1,018,827$24,737,0001.75%
Signature Wealth Management Group 96,313$2,338,0001.73%
Day & Ennis, LLC 91,594$2,224,0001.65%
Gateway Advisory, LLC 235,707$5,723,0001.61%
CAPITAL ADVISORS INC/OK 906,299$22,005,0001.32%
Geneva Partners, LLC 62,972$1,529,0001.21%
Timber Creek Capital Management LLC 73,297$1,779,0001.16%
View complete list of ISHARES TR shareholders