ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139 | -33.5% | 5,476 | -33.6% | 0.02% | -31.4% |
| Q2 2023 | $209 | +0.5% | 8,246 | 0.0% | 0.04% | -5.4% |
| Q1 2023 | $208 | +1.0% | 8,246 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $206 | -99.9% | 8,246 | -19.5% | 0.04% | -30.2% |
| Q3 2022 | $255,000 | +34.2% | 10,242 | +35.0% | 0.05% | +32.5% |
| Q2 2022 | $190,000 | -82.1% | 7,586 | -81.9% | 0.04% | -80.3% |
| Q1 2022 | $1,062,000 | -3.7% | 42,019 | -2.2% | 0.20% | -0.5% |
| Q4 2021 | $1,103,000 | -28.9% | 42,979 | -28.0% | 0.20% | -27.4% |
| Q3 2021 | $1,552,000 | -17.2% | 59,710 | -17.0% | 0.28% | -17.8% |
| Q2 2021 | $1,875,000 | -1.6% | 71,901 | -1.3% | 0.34% | -8.1% |
| Q1 2021 | $1,905,000 | +3710.0% | 72,862 | +3718.8% | 0.37% | +3620.0% |
| Q4 2020 | $50,000 | – | 1,908 | – | 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% |