ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,286,761 | +1.1% | 326,765 | +0.8% | 1.73% | +2.8% |
| Q2 2023 | $8,198,740 | -0.4% | 324,189 | -0.8% | 1.68% | -7.3% |
| Q1 2023 | $8,231,865 | +0.4% | 326,791 | -0.3% | 1.82% | -7.0% |
| Q4 2022 | $8,202,081 | -8.9% | 327,690 | -9.2% | 1.95% | -14.3% |
| Q3 2022 | $9,002,000 | -1.5% | 360,820 | -1.0% | 2.28% | +8.2% |
| Q2 2022 | $9,142,000 | +23.3% | 364,377 | +24.3% | 2.11% | +39.0% |
| Q1 2022 | $7,412,000 | +22.1% | 293,182 | +23.9% | 1.52% | +21.9% |
| Q4 2021 | $6,072,000 | -0.8% | 236,551 | +0.5% | 1.24% | -9.1% |
| Q3 2021 | $6,121,000 | +5.1% | 235,439 | +5.2% | 1.37% | +4.3% |
| Q2 2021 | $5,823,000 | +131.4% | 223,790 | +132.5% | 1.31% | +112.5% |
| Q1 2021 | $2,516,000 | +80.5% | 96,261 | +81.5% | 0.62% | +64.8% |
| Q4 2020 | $1,394,000 | +36.1% | 53,047 | +35.9% | 0.38% | +19.8% |
| Q3 2020 | $1,024,000 | – | 39,021 | – | 0.31% | – |
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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% |