ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 1 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2024 | $25 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2023 | $25 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q3 2023 | $213,455 | -0.9% | 8,417 | -1.1% | 0.00% | 0.0% |
| Q2 2023 | $215,294 | +417.7% | 8,513 | +415.6% | 0.00% | – |
| Q1 2023 | $41,589 | +0.6% | 1,651 | 0.0% | 0.00% | – |
| Q4 2022 | $41,325 | +0.8% | 1,651 | 0.0% | 0.00% | – |
| Q3 2022 | $41,000 | -66.1% | 1,651 | -65.6% | 0.00% | -100.0% |
| Q2 2022 | $121,000 | -68.6% | 4,801 | -68.4% | 0.00% | -75.0% |
| Q1 2022 | $385,000 | +7.8% | 15,210 | +9.3% | 0.00% | +33.3% |
| Q4 2021 | $357,000 | -1.4% | 13,910 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $362,000 | -0.3% | 13,909 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $363,000 | – | 13,909 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 447,156 | $11,326,463 | 13.23% |
| American Planning Services, Inc. | 608,756 | $15,438,052 | 10.26% |
| Paradigm, Strategies in Wealth Management, LLC | 498,577 | $12,643,908 | 8.06% |
| Ruggaard & Associates LLC | 474,954 | $12,044,843 | 7.17% |
| PFG Private Wealth Management, LLC | 233,076 | $5,910,812 | 4.39% |
| Windsor Capital Management, LLC | 488,053 | $12,377,036 | 4.28% |
| Keeler Thomas Management LLC | 432,838 | $10,976,973 | 4.06% |
| Summit Asset Management, LLC | 526,777 | $13,359,059 | 3.63% |
| Madden Advisory Services, Inc. | 222,050 | $5,631,189 | 3.56% |
| Reliant Wealth Planning | 250,626 | $6,355,875 | 3.37% |