Gateway Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gateway Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$9,732
+2.4%
386,357
+1.8%
2.17%
-11.1%
Q4 2022$9,502
-99.9%
379,635
+1.4%
2.44%
+5.3%
Q3 2022$9,337,000
-64.5%
374,234
-64.3%
2.32%
-79.3%
Q2 2022$26,317,000
-1.0%
1,048,914
-0.2%
11.21%
+55.2%
Q1 2022$26,578,000
+227.4%
1,051,353
+232.4%
7.22%
+317.3%
Q4 2021$8,119,000
-1.1%
316,266
+0.1%
1.73%
+1.3%
Q3 2021$8,212,000
+1.1%
315,830
+1.4%
1.71%
-1.2%
Q2 2021$8,125,000
+0.9%
311,601
+1.1%
1.73%
-15.1%
Q1 2021$8,055,000
+1.3%
308,141
+1.8%
2.04%
+17.7%
Q4 2020$7,949,000
+1.5%
302,581
+1.3%
1.73%
-6.2%
Q3 2020$7,835,000
+1.6%
298,707
+1.6%
1.84%
-18.5%
Q2 2020$7,709,000
+8.9%
293,916
+3.8%
2.26%
-5.0%
Q1 2020$7,081,000
-2.3%
283,227
-0.1%
2.38%
+33.5%
Q4 2019$7,248,000
-0.1%
283,574
+0.1%
1.78%
-27.4%
Q3 2019$7,254,000
+1.4%
283,347
+0.7%
2.46%
+33.7%
Q2 2019$7,152,000
+4.1%
281,461
+2.4%
1.84%
+3.3%
Q1 2019$6,873,000
+1.8%
274,826
-1.5%
1.78%
-36.9%
Q4 2018$6,749,000
+12.0%
278,987
+12.5%
2.82%
+78.3%
Q3 2018$6,026,000
+5.3%
247,980
+5.2%
1.58%
-1.7%
Q2 2018$5,723,000
+3.2%
235,707
+4.1%
1.61%
-0.8%
Q1 2018$5,545,000
-1.1%
226,501
+1.3%
1.62%
+4.6%
Q4 2017$5,607,000
+0.2%
223,652
+1.4%
1.55%
-6.8%
Q3 2017$5,595,000
+5.7%
220,528
+5.1%
1.66%
+1.8%
Q2 2017$5,292,000
+5.6%
209,904
+5.3%
1.64%
+2.1%
Q1 2017$5,012,000199,3021.60%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 568,776$14,271,00015.54%
Gateway Advisory, LLC 1,048,914$26,317,00011.21%
NovaPoint Capital, LLC 466,679$11,709,0005.09%
Tillar-Wenstrup Advisors, LLC 392,752$9,854,0004.93%
Cribstone Capital Management, LLC 239,983$6,021,0003.70%
TLWM 340,045$8,536,0003.27%
PFG Private Wealth Management, LLC 228,768$5,740,0003.22%
SONATA CAPITAL GROUP INC 246,377$6,182,0003.21%
Windsor Capital Management, LLC 350,705$8,799,0003.14%
Madden Advisory Services, Inc. 159,142$3,993,0003.02%
View complete list of ISHARES TR shareholders