ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,355,271 | +4.4% | 211,170 | +4.1% | 0.05% | +3.9% |
| Q2 2023 | $5,128,913 | +29.5% | 202,804 | +29.0% | 0.05% | +18.6% |
| Q1 2023 | $3,960,651 | +162.5% | 157,231 | +160.8% | 0.04% | +230.8% |
| Q4 2022 | $1,508,733 | -99.8% | 60,277 | -18.3% | 0.01% | +30.0% |
| Q3 2022 | $920,920,000 | +98499.6% | 73,748 | +98.2% | 0.01% | 0.0% |
| Q2 2022 | $934,000 | -2.8% | 37,214 | -2.1% | 0.01% | 0.0% |
| Q1 2022 | $961,000 | -80.4% | 38,003 | -80.1% | 0.01% | -80.0% |
| Q4 2021 | $4,914,000 | -3.9% | 191,411 | -2.7% | 0.05% | -2.0% |
| Q3 2021 | $5,113,000 | -3.3% | 196,644 | -3.0% | 0.05% | -15.0% |
| Q2 2021 | $5,286,000 | -1.1% | 202,712 | -0.8% | 0.06% | -11.8% |
| Q1 2021 | $5,344,000 | -24.5% | 204,443 | -24.2% | 0.07% | -17.1% |
| Q4 2020 | $7,079,000 | -99.9% | 269,583 | +12.1% | 0.08% | -30.5% |
| Q3 2020 | $6,296,000,000 | – | 240,526 | – | 0.12% | – |
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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% |