ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,406 | -46.0% | 13,975 | -46.2% | 0.08% | -43.6% |
| Q2 2023 | $656,908 | -17.1% | 25,975 | -17.5% | 0.13% | -23.1% |
| Q1 2023 | $792,856 | +0.6% | 31,475 | 0.0% | 0.17% | -6.0% |
| Q4 2022 | $787,819 | -5.1% | 31,475 | -5.4% | 0.18% | -8.5% |
| Q3 2022 | $830,000 | -19.5% | 33,275 | -19.0% | 0.20% | -12.6% |
| Q2 2022 | $1,031,000 | -14.2% | 41,075 | -13.7% | 0.23% | +1.3% |
| Q1 2022 | $1,202,000 | +0.5% | 47,575 | +2.1% | 0.23% | +13.5% |
| Q4 2021 | $1,196,000 | -1.2% | 46,575 | 0.0% | 0.20% | -10.7% |
| Q3 2021 | $1,211,000 | +9.1% | 46,575 | +9.4% | 0.22% | +7.2% |
| Q2 2021 | $1,110,000 | +101.5% | 42,575 | +102.0% | 0.21% | +90.0% |
| Q1 2021 | $551,000 | – | 21,075 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 568,776 | $14,271,000 | 15.54% |
| Gateway Advisory, LLC | 1,048,914 | $26,317,000 | 11.21% |
| NovaPoint Capital, LLC | 466,679 | $11,709,000 | 5.09% |
| Tillar-Wenstrup Advisors, LLC | 392,752 | $9,854,000 | 4.93% |
| Cribstone Capital Management, LLC | 239,983 | $6,021,000 | 3.70% |
| TLWM | 340,045 | $8,536,000 | 3.27% |
| PFG Private Wealth Management, LLC | 228,768 | $5,740,000 | 3.22% |
| SONATA CAPITAL GROUP INC | 246,377 | $6,182,000 | 3.21% |
| Windsor Capital Management, LLC | 350,705 | $8,799,000 | 3.14% |
| Madden Advisory Services, Inc. | 159,142 | $3,993,000 | 3.02% |