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 | $836,880 | +0.3% | 33,000 | 0.0% | 0.10% | +2.1% |
| Q2 2023 | $834,570 | +0.4% | 33,000 | 0.0% | 0.10% | -7.7% |
| Q1 2023 | $831,270 | +0.6% | 33,000 | 0.0% | 0.10% | -1.9% |
| Q4 2022 | $825,990 | +0.4% | 33,000 | 0.0% | 0.11% | -9.4% |
| Q3 2022 | $823,000 | -7.6% | 33,000 | -7.0% | 0.12% | -4.1% |
| Q2 2022 | $891,000 | -16.1% | 35,500 | -15.5% | 0.12% | -13.5% |
| Q1 2022 | $1,062,000 | -1.5% | 42,000 | 0.0% | 0.14% | +5.2% |
| Q4 2021 | $1,078,000 | -1.3% | 42,000 | 0.0% | 0.13% | -11.8% |
| Q3 2021 | $1,092,000 | -0.3% | 42,000 | 0.0% | 0.15% | -1.9% |
| Q2 2021 | $1,095,000 | -0.3% | 42,000 | 0.0% | 0.16% | -9.4% |
| Q1 2021 | $1,098,000 | -0.5% | 42,000 | 0.0% | 0.17% | -21.2% |
| Q4 2020 | $1,103,000 | +0.1% | 42,000 | 0.0% | 0.22% | -13.2% |
| Q3 2020 | $1,102,000 | -6.6% | 42,000 | -6.7% | 0.25% | -16.1% |
| Q2 2020 | $1,180,000 | +4.9% | 45,000 | 0.0% | 0.30% | -0.7% |
| Q1 2020 | $1,125,000 | -2.2% | 45,000 | 0.0% | 0.30% | +17.6% |
| Q4 2019 | $1,150,000 | – | 45,000 | – | 0.26% | – |
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% |