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 | $2,358 | -81.4% | 92,977 | -81.5% | 0.01% | -79.3% |
| Q2 2023 | $12,705 | +834.9% | 502,571 | +831.0% | 0.03% | +866.7% |
| Q1 2023 | $1,359 | -2.4% | 53,979 | -2.8% | 0.00% | -25.0% |
| Q4 2022 | $1,392 | -99.8% | 55,562 | +76.7% | 0.00% | +100.0% |
| Q3 2022 | $785,000 | +26.8% | 31,446 | +27.4% | 0.00% | 0.0% |
| Q2 2022 | $619,000 | -1.3% | 24,685 | -0.4% | 0.00% | +100.0% |
| Q1 2022 | $627,000 | +34.5% | 24,792 | +38.6% | 0.00% | 0.0% |
| Q4 2021 | $466,000 | -10.6% | 17,885 | -10.7% | 0.00% | 0.0% |
| Q3 2021 | $521,000 | +11.8% | 20,036 | +12.0% | 0.00% | 0.0% |
| Q2 2021 | $466,000 | +32.8% | 17,885 | +33.0% | 0.00% | 0.0% |
| Q1 2021 | $351,000 | +9.3% | 13,446 | +10.1% | 0.00% | 0.0% |
| Q4 2020 | $321,000 | – | 12,209 | – | 0.00% | – |
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% |