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 | $5,631,189 | +30.5% | 222,050 | +30.1% | 3.56% | +27.5% |
| Q2 2023 | $4,316,118 | +4.1% | 170,665 | +3.7% | 2.79% | -4.1% |
| Q1 2023 | $4,146,736 | +0.8% | 164,618 | +0.2% | 2.91% | -5.4% |
| Q4 2022 | $4,111,915 | -0.1% | 164,279 | -0.4% | 3.08% | -6.5% |
| Q3 2022 | $4,117,000 | +3.1% | 165,009 | +3.7% | 3.29% | +8.8% |
| Q2 2022 | $3,993,000 | -41.8% | 159,142 | -41.3% | 3.02% | +28.5% |
| Q1 2022 | $6,858,000 | +110.0% | 271,286 | +113.3% | 2.35% | +9.8% |
| Q4 2021 | $3,265,000 | +23.7% | 127,206 | +25.3% | 2.14% | +13.5% |
| Q3 2021 | $2,640,000 | +247.8% | 101,555 | +249.0% | 1.89% | +236.5% |
| Q2 2021 | $759,000 | +227.2% | 29,103 | +228.3% | 0.56% | +208.2% |
| Q1 2021 | $232,000 | – | 8,865 | – | 0.18% | – |
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% |