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 | $44,214 | -87.5% | 1,743 | -87.5% | 0.01% | -87.2% |
| Q2 2023 | $353,864 | -44.1% | 13,992 | -44.3% | 0.05% | -47.2% |
| Q1 2023 | $633,208 | -45.1% | 25,137 | -45.5% | 0.09% | -50.0% |
| Q4 2022 | $1,153,991 | -91.1% | 46,104 | -91.1% | 0.18% | -92.0% |
| Q3 2022 | $12,934,000 | -1.7% | 518,414 | -1.1% | 2.23% | -0.4% |
| Q2 2022 | $13,154,000 | -2.4% | 524,276 | -1.6% | 2.24% | +10.2% |
| Q1 2022 | $13,472,000 | -0.9% | 532,925 | +0.7% | 2.03% | +2.7% |
| Q4 2021 | $13,589,000 | -3.2% | 529,385 | -1.9% | 1.98% | -14.8% |
| Q3 2021 | $14,035,000 | +1.0% | 539,821 | +1.3% | 2.32% | -1.6% |
| Q2 2021 | $13,890,000 | -1.8% | 532,680 | -1.6% | 2.36% | -8.7% |
| Q1 2021 | $14,147,000 | -13.9% | 541,182 | -13.5% | 2.58% | -17.1% |
| Q4 2020 | $16,427,000 | +1.5% | 625,302 | +1.4% | 3.12% | -7.3% |
| Q3 2020 | $16,177,000 | +1.4% | 616,728 | +1.4% | 3.36% | -10.5% |
| Q2 2020 | $15,948,000 | +3.7% | 608,009 | -1.2% | 3.75% | -6.2% |
| Q1 2020 | $15,381,000 | +15.1% | 615,249 | +17.7% | 4.00% | +38.7% |
| Q4 2019 | $13,365,000 | – | 522,884 | – | 2.89% | – |
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% |