ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 307 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 ↓ |
|---|---|---|---|
| TLWM | 244,420 | $5,940,000 | 3.71% |
| Matthew Goff Investment Advisor, LLC | 320,477 | $7,800,000 | 3.05% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 124,753 | $3,029,000 | 2.26% |
| Motley Fool Wealth Management, LLC | 1,018,827 | $24,737,000 | 1.75% |
| Signature Wealth Management Group | 96,313 | $2,338,000 | 1.73% |
| Day & Ennis, LLC | 91,594 | $2,224,000 | 1.65% |
| Gateway Advisory, LLC | 235,707 | $5,723,000 | 1.61% |
| CAPITAL ADVISORS INC/OK | 906,299 | $22,005,000 | 1.32% |
| Geneva Partners, LLC | 62,972 | $1,529,000 | 1.21% |
| Timber Creek Capital Management LLC | 73,297 | $1,779,000 | 1.16% |