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 | $11,919 | +0.3% | 470 | 0.0% | 0.00% | – |
| Q2 2023 | $11,886 | +0.4% | 470 | 0.0% | 0.00% | – |
| Q1 2023 | $11,839 | +0.6% | 470 | 0.0% | 0.00% | – |
| Q4 2022 | $11,764 | -2.0% | 470 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | 0.0% | 470 | 0.0% | 0.00% | – |
| Q2 2022 | $12,000 | 0.0% | 470 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | -97.0% | 470 | -97.0% | 0.00% | – |
| Q2 2021 | $406,000 | -0.2% | 15,580 | 0.0% | 0.00% | – |
| Q1 2021 | $407,000 | -0.5% | 15,580 | 0.0% | 0.00% | – |
| Q4 2020 | $409,000 | 0.0% | 15,580 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $409,000 | 0.0% | 15,580 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $409,000 | +4.9% | 15,580 | 0.0% | 0.00% | – |
| Q1 2020 | $390,000 | -2.0% | 15,580 | 0.0% | 0.00% | – |
| Q4 2019 | $398,000 | -0.3% | 15,580 | 0.0% | 0.00% | – |
| Q3 2019 | $399,000 | +6.1% | 15,580 | +5.3% | 0.00% | – |
| Q2 2019 | $376,000 | +63.5% | 14,790 | +61.1% | 0.00% | – |
| Q1 2019 | $230,000 | +41.1% | 9,180 | +36.6% | 0.00% | – |
| Q4 2018 | $163,000 | +32.5% | 6,720 | +32.9% | 0.00% | – |
| Q3 2018 | $123,000 | +19.4% | 5,055 | +19.4% | 0.00% | – |
| Q2 2018 | $103,000 | – | 4,233 | – | 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% |