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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,684,307 | +84.4% | 185,959 | +83.2% | 0.48% | +52.4% |
| Q4 2022 | $2,540,245 | +23.6% | 101,488 | +23.2% | 0.32% | +10.8% |
| Q3 2022 | $2,055,000 | +10.1% | 82,373 | +10.7% | 0.29% | +15.3% |
| Q2 2022 | $1,867,000 | +15.2% | 74,401 | +16.1% | 0.25% | +34.8% |
| Q1 2022 | $1,620,000 | +113.2% | 64,091 | +116.6% | 0.18% | +124.4% |
| Q4 2021 | $760,000 | +32.2% | 29,591 | +33.9% | 0.08% | +645.5% |
| Q3 2021 | $575,000 | +22.6% | 22,106 | +22.9% | 0.01% | -80.7% |
| Q2 2021 | $469,000 | +13.0% | 17,981 | +13.3% | 0.06% | +5.6% |
| Q1 2021 | $415,000 | +75.8% | 15,875 | +76.4% | 0.05% | +58.8% |
| Q4 2020 | $236,000 | -99.9% | 9,000 | +28.6% | 0.03% | +9.7% |
| Q3 2020 | $183,610,000 | +43.7% | 7,000 | +40.0% | 0.03% | +40.9% |
| Q4 2019 | $127,800,000 | – | 5,000 | – | 0.02% | – |
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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% |