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 | $12,643,908 | -5.2% | 498,577 | -5.5% | 8.06% | -10.7% |
| Q2 2023 | $13,340,472 | -4.4% | 527,500 | -4.8% | 9.03% | -17.8% |
| Q1 2023 | $13,952,477 | -5.2% | 553,890 | -5.8% | 10.98% | -16.2% |
| Q4 2022 | $14,724,089 | +3.1% | 588,258 | +2.8% | 13.10% | +0.6% |
| Q3 2022 | $14,284,000 | +0.1% | 572,512 | +0.7% | 13.02% | -16.2% |
| Q2 2022 | $14,271,000 | +1.9% | 568,776 | +2.7% | 15.54% | +6.1% |
| Q1 2022 | $14,005,000 | +0.1% | 553,989 | +1.7% | 14.64% | +3.3% |
| Q4 2021 | $13,988,000 | +79.7% | 544,910 | +82.0% | 14.17% | +92.7% |
| Q3 2021 | $7,785,000 | +12.1% | 299,420 | +12.5% | 7.35% | +17.7% |
| Q2 2021 | $6,942,000 | +142.6% | 266,229 | +143.2% | 6.24% | +125.9% |
| Q1 2021 | $2,861,000 | – | 109,452 | – | 2.76% | – |
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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% |