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 | $2,048,580 | -14.0% | 80,780 | -14.3% | 0.08% | -12.2% |
| Q2 2023 | $2,382,545 | -2.6% | 94,209 | -3.0% | 0.09% | -8.2% |
| Q1 2023 | $2,446,427 | -0.0% | 97,119 | -0.7% | 0.10% | -3.9% |
| Q4 2022 | $2,447,358 | -1.3% | 97,777 | -1.6% | 0.10% | -11.3% |
| Q3 2022 | $2,480,000 | +5.9% | 99,415 | +6.5% | 0.12% | +11.7% |
| Q2 2022 | $2,342,000 | +7.8% | 93,350 | +8.7% | 0.10% | +22.6% |
| Q1 2022 | $2,172,000 | +4.6% | 85,916 | +6.2% | 0.08% | +10.5% |
| Q4 2021 | $2,076,000 | +5.3% | 80,885 | +6.7% | 0.08% | -2.6% |
| Q3 2021 | $1,971,000 | +0.1% | 75,823 | +0.4% | 0.08% | 0.0% |
| Q2 2021 | $1,970,000 | +18.2% | 75,535 | +19.1% | 0.08% | +20.0% |
| Q4 2020 | $1,666,000 | +218.5% | 63,419 | +218.1% | 0.06% | +195.5% |
| Q3 2020 | $523,000 | +6.3% | 19,935 | +6.3% | 0.02% | 0.0% |
| Q2 2020 | $492,000 | – | 18,745 | – | 0.02% | – |
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% |