ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $222,878 | -8.0% | 8,813 | -8.4% | 0.02% | -7.4% |
| Q1 2023 | $242,260 | -20.5% | 9,617 | -21.0% | 0.03% | -20.6% |
| Q4 2022 | $304,882 | -78.2% | 12,181 | -77.7% | 0.03% | -66.7% |
| Q4 2021 | $1,399,000 | -45.6% | 54,505 | -44.9% | 0.10% | -48.0% |
| Q3 2021 | $2,570,000 | +2.8% | 98,853 | +3.0% | 0.20% | +5.4% |
| Q2 2021 | $2,501,000 | +3.1% | 95,931 | +3.4% | 0.19% | -1.1% |
| Q1 2021 | $2,425,000 | – | 92,779 | – | 0.19% | – |
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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% |