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 | $10,619 | +0.7% | 418 | +1572.0% | 0.00% | -100.0% |
| Q1 2023 | $10,540 | -99.9% | 25 | -80.0% | 0.32% | -7.9% |
| Q3 2022 | $10,439,000 | -0.6% | 125 | 0.0% | 0.35% | +8.3% |
| Q2 2022 | $10,498,000 | -0.7% | 125 | 0.0% | 0.33% | +9.8% |
| Q1 2022 | $10,577,000 | -16.7% | 125 | -51.9% | 0.30% | +3.5% |
| Q4 2021 | $12,695,000 | +48726.9% | 260 | -58.7% | 0.29% | +2291.7% |
| Q3 2021 | $26,000 | – | 629 | +31350.0% | 0.01% | – |
| Q1 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $373,000 | -27.1% | 14,570 | -27.7% | 0.32% | -23.6% |
| Q2 2019 | $512,000 | -15.0% | 20,156 | -16.7% | 0.42% | -13.8% |
| Q1 2019 | $602,000 | +1014.8% | 24,206 | +974.9% | 0.49% | +754.4% |
| Q3 2018 | $54,000 | +63.6% | 2,252 | +66.8% | 0.06% | +83.9% |
| Q2 2018 | $33,000 | +13.8% | 1,350 | +13.5% | 0.03% | +3.3% |
| Q1 2018 | $29,000 | – | 1,189 | – | 0.03% | – |
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% |