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 | $646,376 | +4.7% | 25,488 | +4.4% | 0.10% | +5.0% |
| Q2 2023 | $617,152 | +0.4% | 24,403 | 0.0% | 0.10% | -7.4% |
| Q1 2023 | $614,712 | +22.9% | 24,403 | +22.1% | 0.11% | +17.4% |
| Q4 2022 | $500,049 | +0.4% | 19,978 | 0.0% | 0.09% | -11.5% |
| Q3 2022 | $498,000 | -0.6% | 19,978 | 0.0% | 0.10% | +5.1% |
| Q2 2022 | $501,000 | -0.8% | 19,978 | 0.0% | 0.10% | +10.0% |
| Q1 2022 | $505,000 | +7.4% | 19,978 | +9.1% | 0.09% | +9.8% |
| Q4 2021 | $470,000 | -1.3% | 18,317 | 0.0% | 0.08% | -12.8% |
| Q3 2021 | $476,000 | -0.4% | 18,317 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $478,000 | -0.2% | 18,317 | 0.0% | 0.10% | -8.7% |
| Q1 2021 | $479,000 | +1.7% | 18,317 | +2.1% | 0.10% | -7.1% |
| Q4 2020 | $471,000 | +0.2% | 17,934 | 0.0% | 0.11% | -8.9% |
| Q3 2020 | $470,000 | +2.2% | 17,934 | +2.3% | 0.12% | -8.2% |
| Q2 2020 | $460,000 | – | 17,536 | – | 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% |