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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $755,033 | +0.4% | 29,855 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $752,047 | -3.2% | 29,855 | -3.9% | 0.01% | -12.5% |
| Q4 2022 | $777,307 | +4.3% | 31,055 | +4.0% | 0.02% | 0.0% |
| Q3 2022 | $745,000 | -0.5% | 29,855 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $749,000 | -0.8% | 29,855 | 0.0% | 0.02% | +25.0% |
| Q1 2022 | $755,000 | -1.4% | 29,855 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $766,000 | -1.3% | 29,855 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $776,000 | -0.3% | 29,855 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $778,000 | -0.3% | 29,855 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $780,000 | +177.6% | 29,855 | +179.5% | 0.01% | +160.0% |
| Q4 2020 | $281,000 | +0.4% | 10,680 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $280,000 | – | 10,680 | – | 0.01% | – |
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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% |