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 | $2,804,018 | +0.5% | 110,569 | +0.2% | 0.14% | +2.2% |
| Q2 2023 | $2,789,730 | +2869.7% | 110,310 | +2858.2% | 0.14% | +2660.0% |
| Q1 2023 | $93,941 | +1.1% | 3,729 | +0.5% | 0.01% | -16.7% |
| Q4 2022 | $92,913 | +1.0% | 3,712 | +1.2% | 0.01% | 0.0% |
| Q3 2022 | $92,000 | 0.0% | 3,668 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $92,000 | +228.6% | 3,668 | +236.2% | 0.01% | +200.0% |
| Q4 2021 | $28,000 | -73.3% | 1,091 | -72.9% | 0.00% | -33.3% |
| Q3 2021 | $105,000 | +262.1% | 4,023 | +258.6% | 0.00% | +200.0% |
| Q2 2021 | $29,000 | 0.0% | 1,122 | +2.3% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | – | 1,097 | – | 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% |