MATTERN CAPITAL MANAGEMENT, LLC - ISHARES TR ownership

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
MATTERN CAPITAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$646,376
+4.7%
25,488
+4.4%
0.10%
+5.0%
Q2 2023$617,152
+0.4%
24,4030.0%0.10%
-7.4%
Q1 2023$614,712
+22.9%
24,403
+22.1%
0.11%
+17.4%
Q4 2022$500,049
+0.4%
19,9780.0%0.09%
-11.5%
Q3 2022$498,000
-0.6%
19,9780.0%0.10%
+5.1%
Q2 2022$501,000
-0.8%
19,9780.0%0.10%
+10.0%
Q1 2022$505,000
+7.4%
19,978
+9.1%
0.09%
+9.8%
Q4 2021$470,000
-1.3%
18,3170.0%0.08%
-12.8%
Q3 2021$476,000
-0.4%
18,3170.0%0.09%
-1.1%
Q2 2021$478,000
-0.2%
18,3170.0%0.10%
-8.7%
Q1 2021$479,000
+1.7%
18,317
+2.1%
0.10%
-7.1%
Q4 2020$471,000
+0.2%
17,9340.0%0.11%
-8.9%
Q3 2020$470,000
+2.2%
17,934
+2.3%
0.12%
-8.2%
Q2 2020$460,00017,5360.13%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
RVW Wealth, LLC 832,543$21,313,0005.07%
TLWM 376,368$9,649,0004.96%
Guidant Wealth Advisors 313,545$8,027,0002.98%
Day & Ennis, LLC 219,208$5,612,0002.89%
Gateway Advisory, LLC 283,347$7,254,0002.46%
Murphy, Middleton, Hinkle & Parker, Inc. 123,962$3,173,0002.25%
Sound View Wealth Advisors Group, LLC 253,203$6,482,0001.93%
Signature Wealth Management Group 108,939$2,789,0001.85%
Motley Fool Wealth Management, LLC 960,443$24,587,0001.62%
Camelot Portfolios, LLC 120,976$3,097,0001.46%
View complete list of ISHARES TR shareholders