ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $148,044,212 | -15.4% | 5,837,706 | -15.6% | 0.02% | -11.1% |
| Q2 2023 | $174,968,372 | -5.1% | 6,918,481 | -5.5% | 0.02% | -5.3% |
| Q1 2023 | $184,456,774 | +1.7% | 7,322,619 | +1.1% | 0.02% | -9.5% |
| Q4 2022 | $181,303,670 | +9.7% | 7,243,455 | +9.4% | 0.02% | +5.0% |
| Q3 2022 | $165,217,000 | +12.5% | 6,621,903 | +13.2% | 0.02% | +17.6% |
| Q2 2022 | $146,826,000 | +22.8% | 5,851,978 | +23.7% | 0.02% | +41.7% |
| Q1 2022 | $119,597,000 | +12.0% | 4,730,859 | +13.8% | 0.01% | +20.0% |
| Q4 2021 | $106,750,000 | +6.3% | 4,158,522 | +7.6% | 0.01% | 0.0% |
| Q3 2021 | $100,445,000 | +4.8% | 3,863,279 | +5.1% | 0.01% | 0.0% |
| Q2 2021 | $95,874,000 | +5.8% | 3,676,864 | +6.1% | 0.01% | 0.0% |
| Q1 2021 | $90,622,000 | +6.1% | 3,466,833 | +6.6% | 0.01% | -9.1% |
| Q4 2020 | $85,424,000 | +12.8% | 3,251,748 | +12.7% | 0.01% | +10.0% |
| Q3 2020 | $75,703,000 | +5.6% | 2,886,120 | +5.6% | 0.01% | -9.1% |
| Q2 2020 | $71,682,000 | +7.4% | 2,732,858 | +2.4% | 0.01% | -8.3% |
| Q1 2020 | $66,739,000 | +17.4% | 2,669,566 | +20.0% | 0.01% | +50.0% |
| Q4 2019 | $56,866,000 | +16.1% | 2,224,795 | +16.3% | 0.01% | +14.3% |
| Q3 2019 | $48,982,000 | +8.9% | 1,913,338 | +8.1% | 0.01% | 0.0% |
| Q2 2019 | $44,961,000 | +9.3% | 1,769,415 | +7.6% | 0.01% | +16.7% |
| Q1 2019 | $41,136,000 | -2.7% | 1,644,758 | -5.9% | 0.01% | -14.3% |
| Q4 2018 | $42,266,000 | -3.0% | 1,747,263 | -2.6% | 0.01% | 0.0% |
| Q3 2018 | $43,592,000 | -9.1% | 1,793,935 | -9.2% | 0.01% | -12.5% |
| Q2 2018 | $47,969,000 | +3.1% | 1,975,651 | +3.9% | 0.01% | 0.0% |
| Q1 2018 | $46,540,000 | +43.8% | 1,901,111 | +47.2% | 0.01% | +60.0% |
| Q4 2017 | $32,375,000 | +7.9% | 1,291,387 | +9.2% | 0.01% | 0.0% |
| Q3 2017 | $30,002,000 | +5.2% | 1,182,587 | +4.5% | 0.01% | -16.7% |
| Q2 2017 | $28,519,000 | +10.1% | 1,131,314 | +8.8% | 0.01% | +20.0% |
| Q1 2017 | $25,908,000 | +10.4% | 1,040,054 | +9.5% | 0.01% | 0.0% |
| Q4 2016 | $23,477,000 | +25.7% | 949,719 | +30.6% | 0.01% | +25.0% |
| Q3 2016 | $18,680,000 | +7.7% | 726,936 | +7.8% | 0.00% | 0.0% |
| Q2 2016 | $17,341,000 | +15.2% | 674,508 | +12.2% | 0.00% | 0.0% |
| Q1 2016 | $15,052,000 | +91.1% | 601,118 | +84.4% | 0.00% | +100.0% |
| Q4 2015 | $7,878,000 | +720.6% | 325,939 | +728.3% | 0.00% | – |
| Q3 2015 | $960,000 | +1376.9% | 39,350 | +1368.3% | 0.00% | – |
| Q2 2015 | $65,000 | – | 2,680 | – | 0.00% | – |
Download | ||||||
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% |