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 | $3,594 | -0.4% | 141,700 | -0.7% | 1.66% | +3.8% |
| Q2 2023 | $3,609 | +0.4% | 142,700 | 0.0% | 1.60% | -2.7% |
| Q1 2023 | $3,595 | -2.1% | 142,700 | -2.7% | 1.64% | -7.1% |
| Q4 2022 | $3,672 | -99.9% | 146,700 | -8.7% | 1.77% | -15.2% |
| Q3 2022 | $4,009,000 | -0.6% | 160,700 | 0.0% | 2.09% | +6.1% |
| Q2 2022 | $4,032,000 | -2.0% | 160,700 | -1.2% | 1.97% | +14.4% |
| Q1 2022 | $4,113,000 | -1.5% | 162,700 | 0.0% | 1.72% | +2.6% |
| Q4 2021 | $4,177,000 | -2.7% | 162,700 | -1.5% | 1.67% | -4.8% |
| Q3 2021 | $4,295,000 | -3.2% | 165,200 | -2.9% | 1.76% | -4.0% |
| Q2 2021 | $4,438,000 | +11.9% | 170,200 | +12.2% | 1.83% | -1.7% |
| Q1 2021 | $3,965,000 | +13.3% | 151,700 | +13.9% | 1.86% | +7.4% |
| Q4 2020 | $3,499,000 | +23.9% | 133,200 | +23.7% | 1.73% | +9.5% |
| Q3 2020 | $2,825,000 | +23.1% | 107,700 | +23.1% | 1.58% | +9.6% |
| Q2 2020 | $2,295,000 | +12.6% | 87,500 | +7.4% | 1.44% | -13.0% |
| Q1 2020 | $2,038,000 | +34.0% | 81,500 | +37.0% | 1.66% | +79.8% |
| Q4 2019 | $1,521,000 | +26.4% | 59,500 | +26.6% | 0.92% | +20.0% |
| Q3 2019 | $1,203,000 | +26.2% | 47,000 | +25.3% | 0.77% | +20.5% |
| Q2 2019 | $953,000 | +130.8% | 37,500 | +127.3% | 0.64% | +123.1% |
| Q1 2019 | $413,000 | – | 16,500 | – | 0.29% | – |
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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% |