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 | $869 | +33.1% | 34,249 | +32.7% | 0.21% | +35.5% |
| Q2 2023 | $653 | +2.0% | 25,802 | +1.6% | 0.15% | -2.6% |
| Q1 2023 | $640 | +7.2% | 25,406 | +6.5% | 0.16% | -0.6% |
| Q4 2022 | $597 | -99.9% | 23,860 | +4.6% | 0.16% | -8.2% |
| Q3 2022 | $569,000 | +4.6% | 22,812 | +5.2% | 0.17% | +6.9% |
| Q2 2022 | $544,000 | +12.9% | 21,686 | +13.7% | 0.16% | +14.3% |
| Q1 2022 | $482,000 | +104.2% | 19,074 | +107.7% | 0.14% | +84.2% |
| Q4 2021 | $236,000 | +4.9% | 9,185 | +5.9% | 0.08% | -44.5% |
| Q3 2021 | $225,000 | +7.7% | 8,673 | +8.3% | 0.14% | -4.9% |
| Q2 2021 | $209,000 | -51.7% | 8,005 | -51.7% | 0.14% | -56.2% |
| Q1 2021 | $433,000 | +112.3% | 16,557 | +112.8% | 0.33% | +108.2% |
| Q4 2020 | $204,000 | +27.5% | 7,781 | +27.7% | 0.16% | +19.7% |
| Q3 2020 | $160,000 | +8.1% | 6,091 | +7.6% | 0.13% | +7.3% |
| Q2 2020 | $148,000 | +21.3% | 5,659 | +15.7% | 0.12% | -3.1% |
| Q1 2020 | $122,000 | +3.4% | 4,893 | +6.3% | 0.13% | -47.3% |
| Q4 2019 | $118,000 | +2.6% | 4,602 | +2.6% | 0.24% | -3.2% |
| Q3 2019 | $115,000 | +11.7% | 4,486 | +10.9% | 0.25% | 0.0% |
| Q2 2019 | $103,000 | -69.6% | 4,046 | -70.2% | 0.25% | -84.6% |
| Q1 2019 | $339,000 | – | 13,571 | – | 1.62% | – |
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% |