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 | $807,956 | +0.3% | 31,859 | 0.0% | 0.13% | +8.3% |
| Q2 2023 | $805,726 | -11.7% | 31,859 | -12.0% | 0.12% | -13.0% |
| Q1 2023 | $912,214 | +100585.9% | 36,213 | 0.0% | 0.14% | -6.1% |
| Q4 2022 | $906 | -99.9% | 36,213 | -35.5% | 0.15% | -52.0% |
| Q3 2022 | $1,401,000 | -4.0% | 56,143 | -3.5% | 0.31% | -2.9% |
| Q2 2022 | $1,459,000 | -0.7% | 58,154 | 0.0% | 0.32% | +9.8% |
| Q1 2022 | $1,470,000 | -1.5% | 58,154 | +0.1% | 0.29% | -17.5% |
| Q4 2021 | $1,492,000 | +0.4% | 58,118 | +1.7% | 0.35% | -8.7% |
| Q3 2021 | $1,486,000 | -0.3% | 57,145 | 0.0% | 0.38% | -63.5% |
| Q2 2021 | $1,490,000 | -0.3% | 57,145 | 0.0% | 1.04% | -3.0% |
| Q1 2021 | $1,494,000 | +53.4% | 57,145 | +54.2% | 1.08% | +39.9% |
| Q4 2020 | $974,000 | +0.2% | 37,065 | 0.0% | 0.77% | -5.8% |
| Q3 2020 | $972,000 | +1017.2% | 37,065 | +959.9% | 0.82% | +1502.0% |
| Q1 2019 | $87,000 | +2.4% | 3,497 | 0.0% | 0.05% | +8.5% |
| Q4 2018 | $85,000 | – | 3,497 | – | 0.05% | – |
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% |