ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,664 | +0.3% | 13,788 | 0.0% | 0.15% | +3.4% |
| Q2 2023 | $348,699 | +10.0% | 13,788 | +9.5% | 0.15% | 0.0% |
| Q1 2023 | $317,092 | +11.2% | 12,588 | +10.5% | 0.15% | +6.4% |
| Q4 2022 | $285,042 | +4.0% | 11,388 | +3.7% | 0.14% | -8.5% |
| Q3 2022 | $274,000 | -23.5% | 10,986 | -22.9% | 0.15% | -18.6% |
| Q2 2022 | $358,000 | +5.3% | 14,250 | +5.9% | 0.19% | +14.6% |
| Q1 2022 | $340,000 | +13.3% | 13,450 | +15.3% | 0.16% | +18.0% |
| Q4 2021 | $300,000 | +2.4% | 11,668 | +3.4% | 0.14% | -10.3% |
| Q3 2021 | $293,000 | +11.0% | 11,281 | +11.4% | 0.16% | +6.2% |
| Q2 2021 | $264,000 | +22.8% | 10,127 | +23.3% | 0.15% | +10.6% |
| Q1 2021 | $215,000 | – | 8,210 | – | 0.13% | – |
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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% |