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 | $6,937 | +430.8% | 273,525 | +429.4% | 0.04% | +437.5% |
| Q2 2023 | $1,307 | +65.7% | 51,667 | +65.0% | 0.01% | +60.0% |
| Q1 2023 | $789 | +252.2% | 31,312 | +249.3% | 0.01% | +150.0% |
| Q4 2022 | $224 | -99.9% | 8,963 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $224,000 | -76.0% | 8,963 | -75.9% | 0.00% | -71.4% |
| Q2 2022 | $934,000 | +3492.3% | 37,213 | +3485.1% | 0.01% | – |
| Q1 2022 | $26,000 | -3.7% | 1,038 | 0.0% | 0.00% | – |
| Q4 2021 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q2 2021 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q1 2021 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q4 2020 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q3 2020 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q2 2020 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q1 2020 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q4 2019 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q3 2019 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q2 2019 | $27,000 | 0.0% | 1,038 | 0.0% | 0.00% | – |
| Q1 2019 | $27,000 | -59.7% | 1,038 | -62.4% | 0.00% | -100.0% |
| Q4 2018 | $67,000 | -51.1% | 2,758 | -51.2% | 0.00% | -33.3% |
| Q3 2018 | $137,000 | -46.5% | 5,651 | -46.4% | 0.00% | -62.5% |
| Q2 2018 | $256,000 | – | 10,534 | – | 0.01% | – |
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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% |