ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,426,617 | +14.5% | 2,027,863 | +14.2% | 0.56% | +11.2% |
| Q2 2023 | $44,915,877 | -22.9% | 1,776,033 | -23.2% | 0.51% | -30.2% |
| Q1 2023 | $58,235,058 | +39.2% | 2,311,832 | -7.2% | 0.73% | -35.5% |
| Q4 2022 | $41,831,475 | +11.3% | 2,491,294 | +65.3% | 1.13% | +82.7% |
| Q3 2022 | $37,594,000 | +145.3% | 1,506,770 | +146.7% | 0.62% | +143.3% |
| Q2 2022 | $15,325,000 | +4516.0% | 610,803 | +4502.9% | 0.25% | +1487.5% |
| Q1 2020 | $332,000 | -90.9% | 13,270 | -90.7% | 0.02% | -89.0% |
| Q4 2019 | $3,640,000 | +7.2% | 142,431 | +7.3% | 0.14% | -4.0% |
| Q3 2019 | $3,397,000 | +7.5% | 132,683 | +6.7% | 0.15% | -21.8% |
| Q2 2019 | $3,160,000 | +10.1% | 124,380 | +8.4% | 0.19% | +4.3% |
| Q1 2019 | $2,870,000 | -46.9% | 114,754 | -48.6% | 0.18% | -46.8% |
| Q4 2018 | $5,406,000 | +3.3% | 223,461 | +3.8% | 0.35% | -13.4% |
| Q3 2018 | $5,231,000 | +19.6% | 215,253 | +19.2% | 0.40% | +0.5% |
| Q2 2018 | $4,374,000 | +7.6% | 180,607 | +8.7% | 0.40% | -13.8% |
| Q1 2018 | $4,064,000 | – | 166,199 | – | 0.46% | – |
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% |