ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,845,362 | -15.5% | 1,492,325 | -15.8% | 0.06% | -13.9% |
| Q2 2023 | $44,796,531 | -12.1% | 1,771,314 | -12.4% | 0.07% | -16.3% |
| Q1 2023 | $50,949,546 | -10.0% | 2,022,610 | -10.6% | 0.09% | -14.0% |
| Q4 2022 | $56,607,874 | +18.1% | 2,261,601 | +17.7% | 0.10% | +1.0% |
| Q3 2022 | $47,944,000 | -0.2% | 1,921,603 | +0.4% | 0.10% | +6.5% |
| Q2 2022 | $48,037,000 | +9.2% | 1,914,603 | +10.0% | 0.09% | +27.4% |
| Q1 2022 | $43,984,000 | +4.2% | 1,739,855 | +5.8% | 0.07% | +9.0% |
| Q4 2021 | $42,207,000 | -0.8% | 1,644,211 | +0.4% | 0.07% | -16.2% |
| Q3 2021 | $42,563,000 | +6.8% | 1,637,048 | +7.1% | 0.08% | +6.7% |
| Q2 2021 | $39,856,000 | +3.2% | 1,528,533 | +3.5% | 0.08% | -3.8% |
| Q1 2021 | $38,617,000 | +11.5% | 1,477,315 | +12.1% | 0.08% | +4.0% |
| Q4 2020 | $34,625,000 | +28.4% | 1,318,034 | +28.2% | 0.08% | +13.6% |
| Q3 2020 | $26,969,000 | +28.0% | 1,028,173 | +28.0% | 0.07% | +20.0% |
| Q2 2020 | $21,064,000 | +38.0% | 803,051 | +31.5% | 0.06% | +14.6% |
| Q1 2020 | $15,264,000 | +14.5% | 610,560 | +17.0% | 0.05% | +41.2% |
| Q4 2019 | $13,335,000 | +9.3% | 521,694 | +9.5% | 0.03% | +3.0% |
| Q3 2019 | $12,197,000 | +5.5% | 476,435 | +4.7% | 0.03% | +3.1% |
| Q2 2019 | $11,558,000 | +8.5% | 454,861 | +6.8% | 0.03% | +3.2% |
| Q1 2019 | $10,648,000 | +9.5% | 425,763 | +5.9% | 0.03% | 0.0% |
| Q4 2018 | $9,722,000 | +4.0% | 401,883 | +4.5% | 0.03% | +14.8% |
| Q3 2018 | $9,347,000 | +1.4% | 384,656 | +1.3% | 0.03% | -3.6% |
| Q2 2018 | $9,222,000 | +7.2% | 379,815 | +8.1% | 0.03% | +7.7% |
| Q1 2018 | $8,601,000 | +19.9% | 351,340 | +22.8% | 0.03% | +18.2% |
| Q4 2017 | $7,171,000 | +10.7% | 286,053 | +12.0% | 0.02% | +4.8% |
| Q3 2017 | $6,478,000 | +41.8% | 255,317 | +40.9% | 0.02% | +40.0% |
| Q2 2017 | $4,567,000 | +41.9% | 181,171 | +40.2% | 0.02% | +36.4% |
| Q1 2017 | $3,218,000 | +63.3% | 129,198 | +62.1% | 0.01% | +57.1% |
| Q4 2016 | $1,971,000 | +108.8% | 79,703 | +117.2% | 0.01% | +133.3% |
| Q3 2016 | $944,000 | +267.3% | 36,703 | +267.2% | 0.00% | +200.0% |
| Q2 2016 | $257,000 | – | 9,996 | – | 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% |