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 | $1,457 | +3.4% | 57,460 | +3.1% | 0.31% | +6.9% |
| Q2 2023 | $1,409 | +2.1% | 55,720 | +1.7% | 0.29% | -6.5% |
| Q1 2023 | $1,380 | +64.9% | 54,780 | +63.9% | 0.31% | +55.0% |
| Q4 2022 | $837 | -99.9% | 33,430 | +43.6% | 0.20% | +32.5% |
| Q3 2022 | $581,000 | +4.1% | 23,285 | +4.8% | 0.15% | +7.1% |
| Q2 2022 | $558,000 | -0.7% | 22,225 | 0.0% | 0.14% | +19.5% |
| Q1 2022 | $562,000 | +2.6% | 22,225 | +4.1% | 0.12% | +5.4% |
| Q4 2021 | $548,000 | -1.1% | 21,350 | +0.2% | 0.11% | -5.9% |
| Q3 2021 | $554,000 | +1.1% | 21,300 | +1.4% | 0.12% | -0.8% |
| Q2 2021 | $548,000 | +2.2% | 21,000 | +2.3% | 0.12% | -7.0% |
| Q1 2021 | $536,000 | +5.7% | 20,522 | +6.4% | 0.13% | -1.5% |
| Q4 2020 | $507,000 | +5.8% | 19,292 | +5.6% | 0.13% | -4.4% |
| Q3 2020 | $479,000 | -0.8% | 18,277 | -0.8% | 0.14% | -7.4% |
| Q2 2020 | $483,000 | +4.8% | 18,422 | 0.0% | 0.15% | -15.4% |
| Q1 2020 | $461,000 | -2.1% | 18,422 | 0.0% | 0.18% | +20.7% |
| Q4 2019 | $471,000 | +0.6% | 18,422 | +0.8% | 0.14% | -8.8% |
| Q3 2019 | $468,000 | +0.9% | 18,275 | 0.0% | 0.16% | +5.3% |
| Q2 2019 | $464,000 | +4.7% | 18,275 | +3.2% | 0.15% | +0.7% |
| Q1 2019 | $443,000 | +32.2% | 17,715 | +28.1% | 0.15% | +18.1% |
| Q4 2018 | $335,000 | – | 13,830 | – | 0.13% | – |
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% |