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 | $211,122 | +0.3% | 8,325 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $210,539 | +0.4% | 8,325 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $209,707 | +318.9% | 8,325 | +316.2% | 0.01% | +250.0% |
| Q4 2022 | $50,060 | +31.7% | 2,000 | +34.4% | 0.00% | +100.0% |
| Q4 2021 | $38,000 | -41.5% | 1,488 | -40.2% | 0.00% | -66.7% |
| Q3 2021 | $65,000 | +66.7% | 2,488 | +67.2% | 0.00% | +50.0% |
| Q2 2021 | $39,000 | -43.5% | 1,488 | -43.5% | 0.00% | -33.3% |
| Q1 2021 | $69,000 | 0.0% | 2,633 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $69,000 | 0.0% | 2,633 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $69,000 | 0.0% | 2,633 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $69,000 | +6.2% | 2,633 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $65,000 | -3.0% | 2,633 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $67,000 | 0.0% | 2,633 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $67,000 | 0.0% | 2,633 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $67,000 | +1.5% | 2,633 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $66,000 | +4.8% | 2,633 | 0.0% | 0.01% | -22.2% |
| Q4 2018 | $63,000 | -1.6% | 2,633 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $64,000 | – | 2,633 | – | 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% |