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 | $7,740 | -1.2% | 305,660 | -1.4% | 0.66% | -1.3% |
| Q2 2023 | $7,832 | +7.9% | 310,016 | +7.6% | 0.67% | -0.6% |
| Q1 2023 | $7,257 | +3.9% | 288,072 | +3.2% | 0.67% | -5.2% |
| Q4 2022 | $6,986 | -99.9% | 279,138 | +1.1% | 0.71% | -6.1% |
| Q3 2022 | $6,872,000 | -0.1% | 276,043 | +0.7% | 0.76% | -26.1% |
| Q2 2022 | $6,881,000 | +6.7% | 274,233 | +7.6% | 1.02% | +42.3% |
| Q1 2022 | $6,448,000 | -4.0% | 254,747 | -2.6% | 0.72% | -11.2% |
| Q4 2021 | $6,714,000 | +11.3% | 261,573 | +12.7% | 0.81% | +1.8% |
| Q3 2021 | $6,033,000 | +2.3% | 232,068 | +2.5% | 0.80% | -9.5% |
| Q2 2021 | $5,895,000 | +20.8% | 226,412 | +21.1% | 0.88% | -20.4% |
| Q1 2021 | $4,880,000 | +174.0% | 187,013 | +175.7% | 1.10% | +210.7% |
| Q4 2020 | $1,781,000 | -2.6% | 67,840 | -2.8% | 0.36% | -11.9% |
| Q3 2020 | $1,829,000 | +22.8% | 69,785 | +22.9% | 0.40% | -0.7% |
| Q2 2020 | $1,489,000 | -19.2% | 56,794 | -22.9% | 0.41% | -25.9% |
| Q1 2020 | $1,843,000 | -3.0% | 73,671 | -1.0% | 0.55% | +2.0% |
| Q4 2019 | $1,900,000 | +54.1% | 74,432 | +53.6% | 0.54% | +31.0% |
| Q3 2019 | $1,233,000 | +40.4% | 48,454 | +39.1% | 0.41% | +44.9% |
| Q2 2019 | $878,000 | +42.8% | 34,822 | +40.6% | 0.28% | +32.2% |
| Q1 2019 | $615,000 | +731.1% | 24,763 | +695.2% | 0.21% | +613.3% |
| Q4 2018 | $74,000 | – | 3,114 | – | 0.03% | – |
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% |