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 | $543,084 | -13.5% | 21,415 | -13.8% | 0.36% | -12.5% |
| Q2 2023 | $628,181 | +4.8% | 24,839 | +4.4% | 0.41% | +10.0% |
| Q1 2023 | $599,154 | +7.0% | 23,785 | +6.4% | 0.37% | +0.8% |
| Q4 2022 | $559,728 | +93.0% | 22,362 | +92.3% | 0.37% | +78.6% |
| Q3 2022 | $290,000 | -0.3% | 11,631 | +0.4% | 0.21% | -7.6% |
| Q2 2022 | $291,000 | -11.3% | 11,580 | -10.8% | 0.22% | -1.8% |
| Q1 2022 | $328,000 | +2.5% | 12,986 | +4.3% | 0.23% | +5.1% |
| Q4 2021 | $320,000 | -0.3% | 12,447 | +0.8% | 0.22% | -23.4% |
| Q3 2021 | $321,000 | +8.4% | 12,351 | +8.9% | 0.28% | -7.2% |
| Q2 2021 | $296,000 | – | 11,342 | – | 0.30% | – |
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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% |