ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $412,719 | -43.5% | 16,489 | -42.0% | 0.20% | +63.9% |
| Q4 2021 | $730,000 | +196.7% | 28,431 | +200.0% | 0.12% | -11.2% |
| Q3 2021 | $246,000 | +2.1% | 9,477 | +2.6% | 0.13% | +3.9% |
| Q2 2021 | $241,000 | -15.1% | 9,237 | -14.8% | 0.13% | -20.9% |
| Q1 2021 | $284,000 | +0.4% | 10,847 | +0.7% | 0.16% | -6.9% |
| Q4 2020 | $283,000 | 0.0% | 10,772 | 0.0% | 0.18% | -11.2% |
| Q3 2020 | $283,000 | 0.0% | 10,772 | 0.0% | 0.20% | -6.6% |
| Q2 2020 | $283,000 | +5.2% | 10,772 | 0.0% | 0.21% | -5.8% |
| Q1 2020 | $269,000 | -2.2% | 10,772 | 0.0% | 0.22% | +23.8% |
| Q4 2019 | $275,000 | -0.4% | 10,772 | 0.0% | 0.18% | -4.7% |
| Q3 2019 | $276,000 | -11.5% | 10,772 | -12.4% | 0.19% | -12.0% |
| Q2 2019 | $312,000 | -14.3% | 12,291 | -15.6% | 0.22% | -13.6% |
| Q1 2019 | $364,000 | +3.4% | 14,558 | 0.0% | 0.25% | -4.6% |
| Q4 2018 | $352,000 | -0.6% | 14,558 | 0.0% | 0.26% | +13.4% |
| Q3 2018 | $354,000 | -3.3% | 14,558 | -3.3% | 0.23% | -2.9% |
| Q2 2018 | $366,000 | -0.8% | 15,058 | 0.0% | 0.24% | -2.5% |
| Q1 2018 | $369,000 | -2.4% | 15,058 | 0.0% | 0.24% | +3.8% |
| Q4 2017 | $378,000 | +37.5% | 15,058 | +38.7% | 0.24% | +23.0% |
| Q3 2017 | $275,000 | +0.4% | 10,860 | 0.0% | 0.19% | -9.5% |
| Q2 2017 | $274,000 | +1.1% | 10,860 | 0.0% | 0.21% | +18.5% |
| Q1 2017 | $271,000 | +1.1% | 10,860 | 0.0% | 0.18% | -1.1% |
| Q4 2016 | $268,000 | – | 10,860 | – | 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% |