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 | $8,172,542 | -26.6% | 322,264 | -26.8% | 0.01% | -40.0% |
| Q2 2023 | $11,135,077 | -30.9% | 440,335 | -31.2% | 0.02% | -33.3% |
| Q1 2023 | $16,111,755 | +15.4% | 639,647 | +14.7% | 0.03% | +7.1% |
| Q4 2022 | $13,959,597 | +46.7% | 557,759 | +46.3% | 0.03% | +27.3% |
| Q3 2022 | $9,514,000 | +51.9% | 381,298 | +52.7% | 0.02% | +57.1% |
| Q2 2022 | $6,263,000 | +90.4% | 249,642 | +75.9% | 0.01% | +133.3% |
| Q1 2022 | $3,290,000 | +0.3% | 141,900 | +11.1% | 0.01% | 0.0% |
| Q4 2021 | $3,279,000 | +26.5% | 127,714 | +28.1% | 0.01% | +20.0% |
| Q3 2021 | $2,593,000 | -16.2% | 99,721 | -16.0% | 0.01% | -28.6% |
| Q2 2021 | $3,094,000 | +10.0% | 118,661 | +10.2% | 0.01% | 0.0% |
| Q1 2021 | $2,813,000 | -4.2% | 107,631 | -3.7% | 0.01% | -12.5% |
| Q4 2020 | $2,936,000 | +11.4% | 111,769 | +11.2% | 0.01% | 0.0% |
| Q3 2020 | $2,636,000 | +19.5% | 100,527 | +19.4% | 0.01% | +14.3% |
| Q2 2020 | $2,206,000 | +12.9% | 84,193 | +7.7% | 0.01% | -12.5% |
| Q1 2020 | $1,954,000 | – | 78,166 | – | 0.01% | – |
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% |