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 | $13,426,579 | -18.4% | 530,905 | -18.8% | 5.01% | -25.7% |
| Q1 2023 | $16,462,461 | +0.6% | 653,532 | -0.0% | 6.74% | -5.7% |
| Q4 2022 | $16,358,402 | +49.1% | 653,552 | +48.6% | 7.15% | +43.4% |
| Q3 2022 | $10,971,000 | -6.3% | 439,713 | -5.8% | 4.99% | -2.1% |
| Q2 2022 | $11,709,000 | -12.0% | 466,679 | -11.3% | 5.09% | +5.2% |
| Q1 2022 | $13,303,000 | +0.1% | 526,226 | +1.6% | 4.84% | +1.6% |
| Q4 2021 | $13,292,000 | +67.8% | 517,808 | +69.9% | 4.76% | +49.8% |
| Q3 2021 | $7,923,000 | +18.9% | 304,732 | +19.3% | 3.18% | +15.3% |
| Q2 2021 | $6,662,000 | +154.9% | 255,510 | +155.5% | 2.76% | +125.2% |
| Q1 2021 | $2,614,000 | +10.1% | 100,010 | +10.6% | 1.22% | -1.2% |
| Q4 2020 | $2,375,000 | +14.0% | 90,392 | +13.8% | 1.24% | -8.2% |
| Q3 2020 | $2,083,000 | +46.2% | 79,410 | +46.2% | 1.35% | +27.2% |
| Q2 2020 | $1,425,000 | +24.0% | 54,332 | +18.2% | 1.06% | +1.0% |
| Q1 2020 | $1,149,000 | +67.2% | 45,969 | +71.0% | 1.05% | +94.8% |
| Q4 2019 | $687,000 | – | 26,878 | – | 0.54% | – |
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% |