ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139 | -33.5% | 5,476 | -33.6% | 0.02% | -31.4% |
| Q2 2023 | $209 | +0.5% | 8,246 | 0.0% | 0.04% | -5.4% |
| Q1 2023 | $208 | +1.0% | 8,246 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $206 | -99.9% | 8,246 | -19.5% | 0.04% | -30.2% |
| Q3 2022 | $255,000 | +34.2% | 10,242 | +35.0% | 0.05% | +32.5% |
| Q2 2022 | $190,000 | -82.1% | 7,586 | -81.9% | 0.04% | -80.3% |
| Q1 2022 | $1,062,000 | -3.7% | 42,019 | -2.2% | 0.20% | -0.5% |
| Q4 2021 | $1,103,000 | -28.9% | 42,979 | -28.0% | 0.20% | -27.4% |
| Q3 2021 | $1,552,000 | -17.2% | 59,710 | -17.0% | 0.28% | -17.8% |
| Q2 2021 | $1,875,000 | -1.6% | 71,901 | -1.3% | 0.34% | -8.1% |
| Q1 2021 | $1,905,000 | +3710.0% | 72,862 | +3718.8% | 0.37% | +3620.0% |
| Q4 2020 | $50,000 | – | 1,908 | – | 0.01% | – |
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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% |