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 | $369,419 | -7.4% | 14,567 | -7.6% | 0.05% | -10.5% |
| Q2 2023 | $398,748 | -3.2% | 15,767 | -3.7% | 0.06% | -13.6% |
| Q1 2023 | $411,977 | -2.4% | 16,368 | -3.0% | 0.07% | -19.5% |
| Q4 2022 | $422,200 | -0.2% | 16,868 | -0.6% | 0.08% | -7.9% |
| Q3 2022 | $423,000 | +3.7% | 16,968 | +4.4% | 0.09% | +3.5% |
| Q2 2022 | $408,000 | -15.9% | 16,253 | -15.3% | 0.09% | -3.4% |
| Q1 2022 | $485,000 | +3.2% | 19,192 | +4.1% | 0.09% | +17.1% |
| Q4 2021 | $470,000 | – | 18,442 | – | 0.08% | – |
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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% |