ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,801,519 | -22.8% | 1,608,893 | -23.0% | 0.01% | -20.0% |
| Q2 2023 | $52,835,356 | -24.5% | 2,089,179 | -24.8% | 0.02% | -25.0% |
| Q1 2023 | $70,008,726 | -6.5% | 2,779,226 | -7.1% | 0.02% | -9.1% |
| Q4 2022 | $74,885,342 | +18.9% | 2,991,824 | +18.5% | 0.02% | +4.8% |
| Q3 2022 | $62,980,000 | +70.5% | 2,524,244 | +71.5% | 0.02% | +90.9% |
| Q2 2022 | $36,936,000 | +2.4% | 1,472,139 | +3.1% | 0.01% | +22.2% |
| Q1 2022 | $36,085,000 | +2.8% | 1,427,416 | +4.4% | 0.01% | 0.0% |
| Q4 2021 | $35,087,000 | -4.9% | 1,366,832 | -3.7% | 0.01% | +12.5% |
| Q3 2021 | $36,901,000 | +7.9% | 1,419,256 | +8.2% | 0.01% | +14.3% |
| Q2 2021 | $34,193,000 | -4.0% | 1,311,334 | -3.8% | 0.01% | -12.5% |
| Q1 2021 | $35,619,000 | -0.9% | 1,362,622 | -0.4% | 0.01% | -11.1% |
| Q4 2020 | $35,936,000 | +6.8% | 1,367,971 | +6.6% | 0.01% | 0.0% |
| Q3 2020 | $33,647,000 | -14.2% | 1,282,750 | -14.2% | 0.01% | -18.2% |
| Q2 2020 | $39,219,000 | +44.5% | 1,495,195 | +37.7% | 0.01% | +22.2% |
| Q1 2020 | $27,137,000 | -18.2% | 1,085,473 | -16.4% | 0.01% | 0.0% |
| Q4 2019 | $33,174,000 | +5.9% | 1,297,907 | +6.1% | 0.01% | 0.0% |
| Q3 2019 | $31,318,000 | +15.3% | 1,223,401 | +14.5% | 0.01% | +12.5% |
| Q2 2019 | $27,156,000 | +2.5% | 1,068,691 | +0.9% | 0.01% | 0.0% |
| Q1 2019 | $26,494,000 | -1.3% | 1,059,325 | -4.5% | 0.01% | -11.1% |
| Q4 2018 | $26,844,000 | +75.5% | 1,109,707 | +76.3% | 0.01% | +125.0% |
| Q3 2018 | $15,293,000 | +30.6% | 629,345 | +30.5% | 0.00% | +33.3% |
| Q2 2018 | $11,710,000 | +27.6% | 482,288 | +28.6% | 0.00% | 0.0% |
| Q1 2018 | $9,178,000 | +209.6% | 374,936 | +217.2% | 0.00% | +200.0% |
| Q4 2017 | $2,964,000 | +247.9% | 118,218 | +252.0% | 0.00% | – |
| Q3 2017 | $852,000 | +72.1% | 33,585 | +71.0% | 0.00% | – |
| Q2 2017 | $495,000 | -89.9% | 19,639 | -90.0% | 0.00% | -100.0% |
| Q1 2017 | $4,899,000 | +12.8% | 196,679 | +12.0% | 0.00% | 0.0% |
| Q4 2016 | $4,343,000 | – | 175,664 | – | 0.00% | – |
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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% |