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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $208,000 | -1.4% | 8,103 | 0.0% | 0.01% | -14.3% |
Q3 2021 | $211,000 | 0.0% | 8,103 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $211,000 | -0.5% | 8,103 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $212,000 | -0.5% | 8,103 | 0.0% | 0.01% | -12.5% |
Q4 2020 | $213,000 | 0.0% | 8,103 | 0.0% | 0.01% | -11.1% |
Q3 2020 | $213,000 | -16.8% | 8,103 | -16.9% | 0.01% | -25.0% |
Q2 2020 | $256,000 | +4.9% | 9,748 | 0.0% | 0.01% | -14.3% |
Q1 2020 | $244,000 | -32.2% | 9,748 | -30.8% | 0.01% | -17.6% |
Q4 2019 | $360,000 | +39.5% | 14,096 | +39.7% | 0.02% | +30.8% |
Q3 2019 | $258,000 | +0.8% | 10,090 | 0.0% | 0.01% | -7.1% |
Q2 2019 | $256,000 | – | 10,090 | – | 0.01% | – |
Download |
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% |