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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $538,534 | -20.7% | 21,294 | -21.0% | 0.14% | -24.9% |
Q1 2023 | $679,188 | +16.1% | 26,963 | +15.3% | 0.19% | +3.8% |
Q4 2022 | $585,068 | +4079.1% | 23,375 | +4096.6% | 0.18% | +4450.0% |
Q3 2021 | $14,000 | -22.2% | 557 | -18.9% | 0.00% | -20.0% |
Q2 2021 | $18,000 | +63.6% | 687 | +59.8% | 0.01% | +25.0% |
Q1 2021 | $11,000 | +10.0% | 430 | +13.2% | 0.00% | 0.0% |
Q4 2020 | $10,000 | – | 380 | – | 0.00% | – |
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% |