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 | $3,414,217 | +5.3% | 134,630 | +5.0% | 2.31% | +3.7% |
| Q2 2023 | $3,243,569 | +2.1% | 128,255 | +1.7% | 2.23% | +2.2% |
| Q1 2023 | $3,176,837 | +4.4% | 126,115 | +3.8% | 2.18% | +3.4% |
| Q4 2022 | $3,042,146 | +31.0% | 121,540 | +30.5% | 2.11% | +21.6% |
| Q3 2022 | $2,323,000 | +118723.5% | 93,115 | +19.5% | 1.73% | -7.8% |
| Q2 2022 | $1,955 | -99.9% | 77,935 | -3.0% | 1.88% | +3.6% |
| Q1 2022 | $2,027,000 | +7.4% | 80,375 | +9.3% | 1.81% | +6.8% |
| Q4 2021 | $1,888,000 | – | 73,550 | – | 1.70% | – |
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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% |