ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,114,000 | -1.3% | 43,404 | 0.0% | 0.19% | -14.0% |
| Q3 2021 | $1,129,000 | +11.7% | 43,404 | +11.9% | 0.22% | +10.4% |
| Q2 2021 | $1,011,000 | -0.3% | 38,789 | 0.0% | 0.20% | -7.4% |
| Q1 2021 | $1,014,000 | +10.3% | 38,789 | +10.9% | 0.22% | +0.9% |
| Q4 2020 | $919,000 | +0.1% | 34,989 | 0.0% | 0.22% | -15.4% |
| Q3 2020 | $918,000 | +48.1% | 34,989 | +48.0% | 0.25% | +36.6% |
| Q2 2020 | $620,000 | +4.9% | 23,642 | 0.0% | 0.19% | -8.4% |
| Q1 2020 | $591,000 | +31.3% | 23,642 | +34.2% | 0.20% | +89.7% |
| Q4 2019 | $450,000 | -19.1% | 17,620 | -18.8% | 0.11% | -21.9% |
| Q3 2019 | $556,000 | +22.7% | 21,712 | +21.9% | 0.14% | +18.1% |
| Q2 2019 | $453,000 | +1.8% | 17,814 | 0.0% | 0.12% | +4.5% |
| Q1 2019 | $445,000 | – | 17,814 | – | 0.11% | – |
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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% |