ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,336,203 | -5.9% | 525,876 | -6.2% | 0.02% | -8.3% |
| Q2 2023 | $14,178,945 | +12.8% | 560,654 | +12.4% | 0.02% | +9.1% |
| Q1 2023 | $12,566,429 | +4.0% | 498,866 | +3.4% | 0.02% | +4.8% |
| Q4 2022 | $12,078,680 | +673.3% | 482,568 | +670.7% | 0.02% | +600.0% |
| Q3 2022 | $1,562,000 | +3.9% | 62,612 | +4.4% | 0.00% | 0.0% |
| Q2 2022 | $1,504,000 | -2.3% | 59,963 | -1.6% | 0.00% | +50.0% |
| Q1 2022 | $1,540,000 | -16.3% | 60,932 | -15.0% | 0.00% | -33.3% |
| Q4 2021 | $1,839,000 | +2.7% | 71,645 | +4.1% | 0.00% | 0.0% |
| Q3 2021 | $1,790,000 | +10.6% | 68,848 | +11.0% | 0.00% | 0.0% |
| Q2 2021 | $1,618,000 | +1.4% | 62,038 | +1.7% | 0.00% | 0.0% |
| Q1 2021 | $1,595,000 | -22.2% | 61,015 | -21.8% | 0.00% | -25.0% |
| Q4 2020 | $2,049,000 | +0.3% | 77,990 | +0.2% | 0.00% | 0.0% |
| Q3 2020 | $2,042,000 | +7.3% | 77,849 | +7.3% | 0.00% | 0.0% |
| Q2 2020 | $1,903,000 | +5.1% | 72,576 | +0.2% | 0.00% | -20.0% |
| Q1 2020 | $1,810,000 | -0.9% | 72,408 | +1.3% | 0.01% | +25.0% |
| Q4 2019 | $1,827,000 | – | 71,484 | – | 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% |