ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,054,728 | -4.2% | 633,261 | -5.2% | 0.01% | 0.0% |
| Q2 2023 | $16,765,397 | -11.4% | 668,306 | -11.1% | 0.01% | -16.7% |
| Q1 2023 | $18,932,902 | -25.7% | 751,910 | -26.1% | 0.01% | -33.3% |
| Q4 2022 | $25,470,000 | +42.6% | 1,017,910 | +42.2% | 0.01% | +28.6% |
| Q3 2022 | $17,862,000 | -8.7% | 715,753 | -8.4% | 0.01% | 0.0% |
| Q2 2022 | $19,566,000 | +18.8% | 781,096 | +19.8% | 0.01% | +40.0% |
| Q1 2022 | $16,472,000 | -10.1% | 652,069 | -8.6% | 0.01% | 0.0% |
| Q4 2021 | $18,314,000 | +60.8% | 713,530 | +62.9% | 0.01% | +25.0% |
| Q3 2021 | $11,391,000 | +7.4% | 438,053 | +7.7% | 0.00% | +33.3% |
| Q2 2021 | $10,608,000 | +6.2% | 406,747 | +6.5% | 0.00% | 0.0% |
| Q1 2021 | $9,989,000 | +52.7% | 381,995 | +53.5% | 0.00% | +50.0% |
| Q4 2020 | $6,540,000 | +3.5% | 248,932 | +3.3% | 0.00% | -33.3% |
| Q3 2020 | $6,321,000 | +7.2% | 240,983 | +7.3% | 0.00% | 0.0% |
| Q2 2020 | $5,897,000 | -5.7% | 224,583 | -10.2% | 0.00% | 0.0% |
| Q1 2020 | $6,253,000 | +43.5% | 250,109 | +46.7% | 0.00% | +50.0% |
| Q4 2019 | $4,358,000 | +19.9% | 170,485 | +20.1% | 0.00% | 0.0% |
| Q3 2019 | $3,635,000 | +9.8% | 141,961 | +9.0% | 0.00% | +100.0% |
| Q2 2019 | $3,310,000 | +20.5% | 130,245 | +18.2% | 0.00% | 0.0% |
| Q1 2019 | $2,746,000 | +27.5% | 110,144 | +23.8% | 0.00% | 0.0% |
| Q4 2018 | $2,153,000 | +3.3% | 88,993 | +3.7% | 0.00% | 0.0% |
| Q3 2018 | $2,085,000 | +2.4% | 85,805 | +2.3% | 0.00% | 0.0% |
| Q2 2018 | $2,037,000 | +6.7% | 83,893 | +7.6% | 0.00% | 0.0% |
| Q1 2018 | $1,909,000 | +56.1% | 77,973 | +59.8% | 0.00% | 0.0% |
| Q4 2017 | $1,223,000 | +178.6% | 48,790 | +181.9% | 0.00% | – |
| Q3 2017 | $439,000 | – | 17,306 | – | 0.00% | – |
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% |