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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,984,329 | +2.5% | 197,087 | +2.1% | 2.32% | +0.6% |
| Q1 2023 | $4,863,510 | +3.6% | 193,073 | +2.9% | 2.31% | +0.5% |
| Q4 2022 | $4,694,520 | +8.9% | 187,556 | +8.6% | 2.30% | +4.8% |
| Q3 2022 | $4,309,000 | +12.8% | 172,699 | +13.5% | 2.19% | +18.0% |
| Q2 2022 | $3,819,000 | +10.0% | 152,199 | +10.8% | 1.86% | +18.7% |
| Q1 2022 | $3,473,000 | +9.4% | 137,386 | +11.1% | 1.56% | -2.4% |
| Q4 2021 | $3,174,000 | -1.6% | 123,654 | -0.3% | 1.60% | -10.7% |
| Q3 2021 | $3,225,000 | -0.2% | 124,029 | +0.1% | 1.79% | -0.4% |
| Q2 2021 | $3,231,000 | -0.9% | 123,923 | -0.6% | 1.80% | -6.2% |
| Q1 2021 | $3,260,000 | +0.6% | 124,705 | +1.0% | 1.92% | -6.2% |
| Q4 2020 | $3,242,000 | +3.1% | 123,414 | +2.9% | 2.04% | -9.7% |
| Q3 2020 | $3,146,000 | -0.1% | 119,952 | -0.0% | 2.26% | -5.9% |
| Q2 2020 | $3,148,000 | +7.6% | 119,999 | +2.6% | 2.41% | -6.4% |
| Q1 2020 | $2,925,000 | +2.1% | 116,990 | +4.4% | 2.57% | +42.2% |
| Q4 2019 | $2,864,000 | +2.7% | 112,058 | +2.9% | 1.81% | -2.1% |
| Q3 2019 | $2,789,000 | +0.9% | 108,939 | -0.2% | 1.85% | +0.1% |
| Q2 2019 | $2,764,000 | +2.9% | 109,129 | +1.6% | 1.85% | -1.8% |
| Q1 2019 | $2,685,000 | +6.3% | 107,373 | +2.9% | 1.88% | -4.0% |
| Q4 2018 | $2,525,000 | +0.2% | 104,384 | +0.0% | 1.96% | +4.7% |
| Q3 2018 | $2,521,000 | +7.8% | 104,356 | +8.4% | 1.87% | +8.1% |
| Q2 2018 | $2,338,000 | +3.8% | 96,313 | +4.7% | 1.73% | -0.4% |
| Q1 2018 | $2,253,000 | -2.3% | 92,015 | +0.1% | 1.74% | +2.8% |
| Q4 2017 | $2,305,000 | – | 91,923 | – | 1.69% | – |
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% |