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 | $3,640,272 | -6.7% | 143,544 | -6.9% | 0.03% | -6.1% |
| Q2 2023 | $3,901,249 | -6.6% | 154,261 | -7.0% | 0.03% | -21.4% |
| Q1 2023 | $4,178,206 | -11.5% | 165,868 | -12.0% | 0.04% | -19.2% |
| Q4 2022 | $4,719,671 | +13.4% | 188,561 | +13.0% | 0.05% | -1.9% |
| Q3 2022 | $4,163,000 | +0.8% | 166,836 | +1.3% | 0.05% | -7.0% |
| Q2 2022 | $4,132,000 | -0.7% | 164,704 | +0.1% | 0.06% | +7.5% |
| Q1 2022 | $4,161,000 | -9.6% | 164,596 | -8.2% | 0.05% | -18.5% |
| Q4 2021 | $4,603,000 | -1.5% | 179,327 | -0.2% | 0.06% | -16.7% |
| Q3 2021 | $4,672,000 | -1.7% | 179,710 | -1.4% | 0.08% | -11.4% |
| Q2 2021 | $4,755,000 | -7.6% | 182,354 | -7.3% | 0.09% | -17.0% |
| Q1 2021 | $5,145,000 | -0.5% | 196,812 | +0.0% | 0.11% | -22.1% |
| Q4 2020 | $5,170,000 | – | 196,803 | – | 0.14% | – |
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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% |