ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 317 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $945,193 | +3.9% | 37,271 | +3.6% | 0.70% | +7.6% |
Q2 2023 | $909,530 | -9.3% | 35,964 | -9.7% | 0.65% | -1.8% |
Q1 2023 | $1,002,738 | +16.4% | 39,807 | +15.7% | 0.66% | +19.2% |
Q4 2022 | $861,157 | +1.1% | 34,405 | +0.8% | 0.55% | -4.7% |
Q3 2022 | $852,000 | +33.3% | 34,142 | +34.1% | 0.58% | -57.8% |
Q2 2022 | $639,000 | – | 25,453 | – | 1.37% | – |
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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% |