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 | $5,477 | +0.3% | 216 | 0.0% | 0.00% | – |
| Q2 2023 | $5,462 | -98.0% | 216 | -98.0% | 0.00% | -100.0% |
| Q1 2023 | $267,064 | +36.0% | 10,602 | +35.1% | 0.02% | +31.2% |
| Q4 2022 | $196,435 | -14.2% | 7,848 | -14.7% | 0.02% | -27.3% |
| Q3 2022 | $229,000 | +44.0% | 9,196 | +45.2% | 0.02% | +69.2% |
| Q2 2022 | $159,000 | – | 6,332 | – | 0.01% | – |
| Q1 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $40,000 | -2.4% | 1,576 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $41,000 | 0.0% | 1,576 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $41,000 | 0.0% | 1,576 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $41,000 | -12.8% | 1,576 | -12.6% | 0.00% | -25.0% |
| Q4 2020 | $47,000 | -9.6% | 1,804 | -8.8% | 0.00% | -20.0% |
| Q3 2020 | $52,000 | 0.0% | 1,978 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $52,000 | +6.1% | 1,978 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $49,000 | -3.9% | 1,978 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $51,000 | +121.7% | 1,978 | +122.7% | 0.01% | -16.7% |
| Q3 2019 | $23,000 | -54.0% | 888 | -55.1% | 0.01% | +20.0% |
| Q2 2019 | $50,000 | +2.0% | 1,978 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $49,000 | +63.3% | 1,978 | +56.5% | 0.01% | +25.0% |
| Q4 2018 | $30,000 | – | 1,264 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 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% |