ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $797,978 | +0.3% | 31,466 | 0.0% | 0.20% | +4.2% |
Q2 2023 | $795,775 | -54.1% | 31,466 | -54.3% | 0.19% | -55.5% |
Q1 2023 | $1,733,500 | -18.6% | 68,817 | -19.1% | 0.43% | -27.9% |
Q4 2022 | $2,129,753 | +0.3% | 85,088 | 0.0% | 0.60% | -7.7% |
Q3 2022 | $2,123,000 | -8.9% | 85,088 | -8.4% | 0.65% | -0.3% |
Q2 2022 | $2,331,000 | -0.8% | 92,925 | 0.0% | 0.65% | -12.8% |
Q1 2022 | $2,349,000 | -4.6% | 92,925 | -3.1% | 0.74% | +6.3% |
Q4 2021 | $2,461,000 | -5.6% | 95,863 | -4.3% | 0.70% | -11.9% |
Q3 2021 | $2,606,000 | -0.9% | 100,217 | -0.6% | 0.80% | -0.4% |
Q2 2021 | $2,630,000 | -6.3% | 100,845 | -6.1% | 0.80% | -8.9% |
Q1 2021 | $2,808,000 | +70.9% | 107,405 | +71.7% | 0.88% | +60.0% |
Q4 2020 | $1,643,000 | +42.4% | 62,559 | +42.2% | 0.55% | +3.8% |
Q3 2020 | $1,154,000 | +3.5% | 44,005 | +3.5% | 0.53% | +1.0% |
Q2 2020 | $1,115,000 | +4.9% | 42,518 | 0.0% | 0.52% | -23.1% |
Q1 2020 | $1,063,000 | -3.5% | 42,518 | -1.3% | 0.68% | +20.4% |
Q4 2019 | $1,101,000 | +41.9% | 43,094 | +42.1% | 0.56% | +21.2% |
Q3 2019 | $776,000 | +0.3% | 30,319 | -0.5% | 0.47% | -3.1% |
Q2 2019 | $774,000 | – | 30,479 | – | 0.48% | – |
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% |