ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,603,823 | -4.0% | 260,403 | -4.3% | 0.57% | +0.9% |
| Q2 2023 | $6,882,166 | -2.9% | 272,130 | -3.2% | 0.57% | -6.4% |
| Q1 2023 | $7,084,264 | +0.3% | 281,233 | -0.3% | 0.61% | -2.9% |
| Q4 2022 | $7,061,562 | -2.6% | 282,124 | -2.9% | 0.63% | -8.1% |
| Q3 2022 | $7,249,000 | -1.0% | 290,543 | -0.5% | 0.68% | +7.6% |
| Q2 2022 | $7,325,000 | +0.4% | 291,933 | +1.2% | 0.63% | -1.2% |
| Q1 2022 | $7,296,000 | +7.3% | 288,590 | +8.9% | 0.64% | +27.2% |
| Q4 2021 | $6,801,000 | +3.5% | 264,923 | +4.9% | 0.50% | -10.3% |
| Q3 2021 | $6,568,000 | +9.4% | 252,629 | +9.7% | 0.56% | +9.3% |
| Q2 2021 | $6,004,000 | +25.2% | 230,260 | +25.6% | 0.51% | +16.0% |
| Q1 2021 | $4,794,000 | +97.6% | 183,387 | +98.6% | 0.44% | +52.2% |
| Q4 2020 | $2,426,000 | -36.1% | 92,355 | -36.2% | 0.29% | -32.0% |
| Q3 2020 | $3,799,000 | +13.3% | 144,842 | +13.3% | 0.43% | +4.9% |
| Q2 2020 | $3,354,000 | +25.8% | 127,873 | +19.9% | 0.41% | +2.5% |
| Q1 2020 | $2,667,000 | +10.8% | 106,663 | +13.2% | 0.40% | +41.6% |
| Q4 2019 | $2,408,000 | +3.1% | 94,195 | +3.2% | 0.28% | -5.4% |
| Q3 2019 | $2,336,000 | – | 91,258 | – | 0.30% | – |
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% |