ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,188,395 | -34.3% | 167,335 | -34.5% | 2.44% | -38.1% |
| Q3 2022 | $6,371,000 | +5.8% | 255,354 | +6.4% | 3.94% | +6.4% |
| Q2 2022 | $6,021,000 | +2.2% | 239,983 | +3.0% | 3.70% | +14.8% |
| Q1 2022 | $5,892,000 | +19.4% | 233,050 | +21.2% | 3.22% | +17.7% |
| Q4 2021 | $4,936,000 | +16.9% | 192,296 | +18.4% | 2.74% | +8.9% |
| Q3 2021 | $4,223,000 | +6.6% | 162,407 | +6.9% | 2.52% | +4.7% |
| Q2 2021 | $3,963,000 | +3.8% | 151,985 | +4.0% | 2.40% | -4.3% |
| Q1 2021 | $3,819,000 | +5.9% | 146,084 | +6.4% | 2.51% | +1.7% |
| Q4 2020 | $3,607,000 | +10.1% | 137,298 | +9.9% | 2.47% | -7.7% |
| Q3 2020 | $3,277,000 | +39.6% | 124,926 | +39.6% | 2.68% | +37.8% |
| Q2 2020 | $2,347,000 | – | 89,486 | – | 1.94% | – |
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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% |