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 | $1,052,567 | -82.4% | 41,505 | -82.4% | 0.00% | -100.0% |
| Q2 2023 | $5,978,885 | +334.1% | 236,413 | +329.6% | 0.00% | – |
| Q4 2022 | $1,377,301 | +134.2% | 55,026 | +133.5% | 0.00% | – |
| Q3 2022 | $588,000 | -74.3% | 23,569 | -74.1% | 0.00% | -100.0% |
| Q2 2022 | $2,284,000 | -5.6% | 91,025 | -3.4% | 0.00% | – |
| Q4 2021 | $2,420,000 | -78.8% | 94,255 | -78.4% | 0.00% | -100.0% |
| Q2 2021 | $11,398,000 | +172.0% | 437,128 | +172.7% | 0.00% | +200.0% |
| Q1 2021 | $4,190,000 | +11.6% | 160,304 | +12.1% | 0.00% | 0.0% |
| Q4 2020 | $3,756,000 | +3.8% | 142,967 | +3.6% | 0.00% | 0.0% |
| Q3 2020 | $3,618,000 | +114.3% | 137,952 | +104.3% | 0.00% | 0.0% |
| Q1 2020 | $1,688,000 | -36.5% | 67,523 | -35.0% | 0.00% | 0.0% |
| Q3 2019 | $2,658,000 | -35.5% | 103,833 | -36.0% | 0.00% | -50.0% |
| Q2 2019 | $4,123,000 | +655.1% | 162,261 | +640.8% | 0.00% | – |
| Q1 2017 | $546,000 | – | 21,904 | – | 0.00% | – |
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% |