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 | $908,408 | -7.0% | 35,821 | -7.2% | 0.30% | -1.0% |
Q2 2023 | $976,686 | -65.8% | 38,619 | -65.9% | 0.30% | -67.1% |
Q1 2023 | $2,852,728 | +0.2% | 113,248 | -0.4% | 0.92% | -2.9% |
Q4 2022 | $2,847,069 | +0.1% | 113,746 | -0.2% | 0.94% | +111.9% |
Q3 2022 | $2,843,000 | +8.6% | 113,946 | +9.2% | 0.44% | -50.2% |
Q2 2022 | $2,617,000 | – | 104,310 | – | 0.89% | – |
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% |