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 | $726,935 | -6.6% | 28,665 | -6.9% | 0.20% | -5.6% |
| Q2 2023 | $778,534 | -0.0% | 30,784 | -0.4% | 0.21% | -6.6% |
| Q1 2023 | $778,748 | +0.0% | 30,915 | -0.6% | 0.23% | -18.5% |
| Q4 2022 | $778,485 | -2.4% | 31,102 | -2.8% | 0.28% | -11.9% |
| Q3 2022 | $798,000 | -0.5% | 31,982 | +0.0% | 0.32% | +2.6% |
| Q2 2022 | $802,000 | +48.5% | 31,969 | +49.7% | 0.31% | +57.1% |
| Q1 2022 | $540,000 | -0.9% | 21,349 | +0.0% | 0.20% | -3.4% |
| Q4 2021 | $545,000 | -18.5% | 21,341 | -17.1% | 0.20% | -22.3% |
| Q3 2021 | $669,000 | -1.8% | 25,737 | -1.5% | 0.26% | -15.7% |
| Q2 2021 | $681,000 | -0.3% | 26,125 | +0.0% | 0.31% | -5.7% |
| Q1 2021 | $683,000 | -0.3% | 26,113 | +0.0% | 0.33% | -12.2% |
| Q4 2020 | $685,000 | +0.1% | 26,104 | +0.1% | 0.38% | -13.3% |
| Q3 2020 | $684,000 | +22.6% | 26,084 | +22.6% | 0.44% | -0.2% |
| Q2 2020 | $558,000 | +15.8% | 21,281 | +10.4% | 0.44% | -11.4% |
| Q1 2020 | $482,000 | – | 19,273 | – | 0.49% | – |
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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% |