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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,263 | +90203.8% | 11,288 | -10.0% | 0.04% | -8.7% |
| Q2 2023 | $317 | +0.3% | 12,541 | 0.0% | 0.05% | -11.5% |
| Q1 2023 | $316 | +1.0% | 12,541 | 0.0% | 0.05% | -21.2% |
| Q4 2022 | $313 | -99.9% | 12,541 | 0.0% | 0.07% | -9.6% |
| Q3 2022 | $313,000 | -9.5% | 12,541 | -8.9% | 0.07% | -5.2% |
| Q2 2022 | $346,000 | -14.6% | 13,764 | -14.2% | 0.08% | 0.0% |
| Q1 2022 | $405,000 | +11.3% | 16,041 | +13.1% | 0.08% | +22.2% |
| Q4 2021 | $364,000 | -1.4% | 14,184 | 0.0% | 0.06% | -10.0% |
| Q3 2021 | $369,000 | +5.7% | 14,184 | +6.3% | 0.07% | 0.0% |
| Q1 2021 | $349,000 | +1.2% | 13,340 | +1.4% | 0.07% | -4.1% |
| Q4 2020 | $345,000 | -8.5% | 13,150 | -8.5% | 0.07% | -19.8% |
| Q3 2020 | $377,000 | +54.5% | 14,364 | +54.4% | 0.09% | +49.2% |
| Q2 2020 | $244,000 | +4.7% | 9,303 | 0.0% | 0.06% | -10.3% |
| Q1 2020 | $233,000 | – | 9,303 | – | 0.07% | – |
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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% |