ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,692 | +0.3% | 10,950 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $276,926 | +218.7% | 10,950 | +217.4% | 0.01% | +200.0% |
| Q1 2023 | $86,906 | +0.6% | 3,450 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $86,354 | -97.8% | 3,450 | -97.8% | 0.00% | -98.2% |
| Q3 2022 | $3,953,000 | +33.0% | 158,450 | +33.8% | 0.11% | +43.4% |
| Q2 2022 | $2,972,000 | -0.7% | 118,450 | 0.0% | 0.08% | +11.8% |
| Q1 2022 | $2,994,000 | -1.5% | 118,450 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $3,041,000 | -1.3% | 118,450 | 0.0% | 0.07% | -12.0% |
| Q3 2021 | $3,080,000 | -0.3% | 118,450 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $3,089,000 | -0.2% | 118,450 | 0.0% | 0.08% | -8.5% |
| Q1 2021 | $3,096,000 | +85.7% | 118,450 | +86.7% | 0.08% | +78.3% |
| Q4 2020 | $1,667,000 | +0.2% | 63,450 | 0.0% | 0.05% | -9.8% |
| Q3 2020 | $1,664,000 | 0.0% | 63,450 | 0.0% | 0.05% | -8.9% |
| Q2 2020 | $1,664,000 | +53.2% | 63,450 | +46.0% | 0.06% | +30.2% |
| Q1 2020 | $1,086,000 | -2.3% | 43,450 | 0.0% | 0.04% | +19.4% |
| Q4 2019 | $1,111,000 | -0.1% | 43,450 | 0.0% | 0.04% | -7.7% |
| Q3 2019 | $1,112,000 | +0.7% | 43,450 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $1,104,000 | +31.9% | 43,450 | +29.9% | 0.04% | +25.0% |
| Q1 2019 | $837,000 | +72.2% | 33,450 | +67.2% | 0.03% | +45.5% |
| Q3 2018 | $486,000 | – | 20,000 | – | 0.02% | – |
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% |