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 | $2,048,580 | -14.0% | 80,780 | -14.3% | 0.08% | -12.2% |
| Q2 2023 | $2,382,545 | -2.6% | 94,209 | -3.0% | 0.09% | -8.2% |
| Q1 2023 | $2,446,427 | -0.0% | 97,119 | -0.7% | 0.10% | -3.9% |
| Q4 2022 | $2,447,358 | -1.3% | 97,777 | -1.6% | 0.10% | -11.3% |
| Q3 2022 | $2,480,000 | +5.9% | 99,415 | +6.5% | 0.12% | +11.7% |
| Q2 2022 | $2,342,000 | +7.8% | 93,350 | +8.7% | 0.10% | +22.6% |
| Q1 2022 | $2,172,000 | +4.6% | 85,916 | +6.2% | 0.08% | +10.5% |
| Q4 2021 | $2,076,000 | +5.3% | 80,885 | +6.7% | 0.08% | -2.6% |
| Q3 2021 | $1,971,000 | +0.1% | 75,823 | +0.4% | 0.08% | 0.0% |
| Q2 2021 | $1,970,000 | +18.2% | 75,535 | +19.1% | 0.08% | +20.0% |
| Q4 2020 | $1,666,000 | +218.5% | 63,419 | +218.1% | 0.06% | +195.5% |
| Q3 2020 | $523,000 | +6.3% | 19,935 | +6.3% | 0.02% | 0.0% |
| Q2 2020 | $492,000 | – | 18,745 | – | 0.02% | – |
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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% |