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 | $1,868,356 | -3.7% | 73,673 | -4.0% | 0.11% | -1.8% |
| Q2 2023 | $1,940,257 | +3.8% | 76,720 | +3.4% | 0.11% | -3.4% |
| Q1 2023 | $1,869,760 | -59.3% | 74,226 | -59.5% | 0.12% | -64.5% |
| Q4 2022 | $4,590,852 | -93.3% | 183,414 | +6663.1% | 0.33% | +6540.0% |
| Q2 2022 | $68,044,000 | – | 2,712 | – | 0.01% | – |
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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% |