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 | $493,100 | -5.2% | 19,444 | -5.5% | 0.21% | -1.9% |
| Q2 2023 | $520,392 | +0.4% | 20,577 | 0.0% | 0.21% | -5.8% |
| Q1 2023 | $518,335 | +2.5% | 20,577 | +1.9% | 0.23% | -3.4% |
| Q4 2022 | $505,656 | +0.3% | 20,202 | 0.0% | 0.23% | -10.0% |
| Q3 2022 | $504,040 | -0.6% | 20,202 | 0.0% | 0.26% | +2.8% |
| Q2 2022 | $506,868 | +1.8% | 20,202 | +2.6% | 0.25% | +17.7% |
| Q1 2022 | $497,687 | -14.9% | 19,687 | -13.6% | 0.22% | -8.5% |
| Q4 2021 | $585,096 | – | 22,793 | – | 0.24% | – |
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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% |