ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 317 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $647,314 | -6.2% | 25,525 | -6.5% | 0.15% | -1.3% |
Q2 2023 | $690,164 | -5.2% | 27,290 | -5.6% | 0.15% | -10.8% |
Q1 2023 | $728,243 | +1.2% | 28,910 | +0.6% | 0.17% | 0.0% |
Q4 2022 | $719,613 | +11.2% | 28,750 | +10.8% | 0.17% | +7.1% |
Q3 2022 | $647,000 | +7.5% | 25,950 | +8.1% | 0.16% | +18.2% |
Q2 2022 | $602,000 | +36.5% | 23,995 | +37.6% | 0.13% | +59.0% |
Q1 2022 | $441,000 | -26.5% | 17,436 | -25.4% | 0.08% | -19.4% |
Q4 2021 | $600,000 | +21.0% | 23,359 | +22.3% | 0.10% | +8.4% |
Q3 2021 | $496,000 | -0.4% | 19,096 | 0.0% | 0.10% | -3.1% |
Q2 2021 | $498,000 | -19.0% | 19,096 | -18.8% | 0.10% | -25.8% |
Q1 2021 | $615,000 | +77.2% | 23,511 | +77.8% | 0.13% | +63.0% |
Q4 2020 | $347,000 | 0.0% | 13,220 | 0.0% | 0.08% | -11.0% |
Q3 2020 | $347,000 | – | 13,220 | – | 0.09% | – |
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% |