ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $270,350 | +0.4% | 10,690 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $269,281 | +0.6% | 10,690 | 0.0% | 0.03% | -6.1% |
| Q4 2022 | $267,571 | +0.2% | 10,690 | 0.0% | 0.03% | -19.5% |
| Q3 2022 | $267,000 | -0.4% | 10,690 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $268,000 | -0.7% | 10,690 | 0.0% | 0.04% | +5.0% |
| Q1 2022 | $270,000 | -1.5% | 10,690 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $274,000 | -8.4% | 10,690 | -7.1% | 0.04% | -21.2% |
| Q3 2021 | $299,000 | -0.3% | 11,513 | 0.0% | 0.05% | -10.3% |
| Q2 2021 | $300,000 | -0.3% | 11,513 | 0.0% | 0.06% | -6.5% |
| Q1 2021 | $301,000 | -0.3% | 11,513 | 0.0% | 0.06% | -13.9% |
| Q4 2020 | $302,000 | 0.0% | 11,513 | 0.0% | 0.07% | -16.3% |
| Q3 2020 | $302,000 | +49.5% | 11,513 | +49.4% | 0.09% | +45.8% |
| Q2 2020 | $202,000 | -74.8% | 7,705 | -75.9% | 0.06% | -79.8% |
| Q1 2020 | $800,000 | -7.4% | 31,991 | -5.4% | 0.29% | +7.0% |
| Q4 2019 | $864,000 | – | 33,816 | – | 0.27% | – |
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% |