ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 254 filers reported holding ISHARES TR in Q3 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 | 447,156 | $11,326,463 | 13.23% |
| American Planning Services, Inc. | 608,756 | $15,438,052 | 10.26% |
| Paradigm, Strategies in Wealth Management, LLC | 498,577 | $12,643,908 | 8.06% |
| Ruggaard & Associates LLC | 474,954 | $12,044,843 | 7.17% |
| PFG Private Wealth Management, LLC | 233,076 | $5,910,812 | 4.39% |
| Windsor Capital Management, LLC | 488,053 | $12,377,036 | 4.28% |
| Keeler Thomas Management LLC | 432,838 | $10,976,973 | 4.06% |
| Summit Asset Management, LLC | 526,777 | $13,359,059 | 3.63% |
| Madden Advisory Services, Inc. | 222,050 | $5,631,189 | 3.56% |
| Reliant Wealth Planning | 250,626 | $6,355,875 | 3.37% |