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 | $3,630,956 | +48.7% | 143,177 | +48.3% | 0.91% | +54.1% |
| Q2 2023 | $2,442,437 | -0.0% | 96,577 | -0.4% | 0.59% | -3.9% |
| Q1 2023 | $2,443,617 | -36.1% | 97,008 | -36.5% | 0.62% | -37.5% |
| Q4 2022 | $3,823,383 | -4.5% | 152,752 | -4.9% | 0.98% | -11.7% |
| Q3 2022 | $4,005,000 | +2.7% | 160,540 | +3.3% | 1.12% | +3.2% |
| Q2 2022 | $3,900,000 | -11.1% | 155,458 | -10.4% | 1.08% | +10.8% |
| Q1 2022 | $4,387,000 | -0.3% | 173,524 | +1.2% | 0.98% | +4.7% |
| Q4 2021 | $4,402,000 | +1.8% | 171,469 | +3.1% | 0.93% | -8.5% |
| Q3 2021 | $4,324,000 | +0.8% | 166,325 | +1.0% | 1.02% | +3.1% |
| Q2 2021 | $4,291,000 | +0.5% | 164,730 | +0.8% | 0.99% | -6.8% |
| Q1 2021 | $4,270,000 | -22.1% | 163,356 | -21.7% | 1.06% | -30.6% |
| Q4 2020 | $5,483,000 | – | 208,710 | – | 1.53% | – |
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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% |