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 | $11,919 | +0.3% | 470 | 0.0% | 0.00% | – |
| Q2 2023 | $11,886 | +0.4% | 470 | 0.0% | 0.00% | – |
| Q1 2023 | $11,839 | +0.6% | 470 | 0.0% | 0.00% | – |
| Q4 2022 | $11,764 | -2.0% | 470 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | 0.0% | 470 | 0.0% | 0.00% | – |
| Q2 2022 | $12,000 | 0.0% | 470 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | -97.0% | 470 | -97.0% | 0.00% | – |
| Q2 2021 | $406,000 | -0.2% | 15,580 | 0.0% | 0.00% | – |
| Q1 2021 | $407,000 | -0.5% | 15,580 | 0.0% | 0.00% | – |
| Q4 2020 | $409,000 | 0.0% | 15,580 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $409,000 | 0.0% | 15,580 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $409,000 | +4.9% | 15,580 | 0.0% | 0.00% | – |
| Q1 2020 | $390,000 | -2.0% | 15,580 | 0.0% | 0.00% | – |
| Q4 2019 | $398,000 | -0.3% | 15,580 | 0.0% | 0.00% | – |
| Q3 2019 | $399,000 | +6.1% | 15,580 | +5.3% | 0.00% | – |
| Q2 2019 | $376,000 | +63.5% | 14,790 | +61.1% | 0.00% | – |
| Q1 2019 | $230,000 | +41.1% | 9,180 | +36.6% | 0.00% | – |
| Q4 2018 | $163,000 | +32.5% | 6,720 | +32.9% | 0.00% | – |
| Q3 2018 | $123,000 | +19.4% | 5,055 | +19.4% | 0.00% | – |
| Q2 2018 | $103,000 | – | 4,233 | – | 0.00% | – |
Download | ||||||
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% |