ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 832,543 | $21,313,000 | 5.07% |
| TLWM | 376,368 | $9,649,000 | 4.96% |
| Guidant Wealth Advisors | 313,545 | $8,027,000 | 2.98% |
| Day & Ennis, LLC | 219,208 | $5,612,000 | 2.89% |
| Gateway Advisory, LLC | 283,347 | $7,254,000 | 2.46% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,962 | $3,173,000 | 2.25% |
| Sound View Wealth Advisors Group, LLC | 253,203 | $6,482,000 | 1.93% |
| Signature Wealth Management Group | 108,939 | $2,789,000 | 1.85% |
| Motley Fool Wealth Management, LLC | 960,443 | $24,587,000 | 1.62% |
| Camelot Portfolios, LLC | 120,976 | $3,097,000 | 1.46% |