ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,677 | -80.5% | 1,880 | -80.5% | 0.01% | -78.6% |
| Q2 2023 | $243,923 | -25.3% | 9,645 | -25.6% | 0.03% | -26.3% |
| Q1 2023 | $326,413 | -62.9% | 12,958 | -63.1% | 0.04% | -77.2% |
| Q4 2022 | $879,930 | -66.0% | 35,155 | -64.5% | 0.17% | -47.6% |
| Q1 2021 | $2,590,000 | -3.4% | 99,095 | -2.9% | 0.32% | -11.6% |
| Q4 2020 | $2,681,000 | -0.5% | 102,065 | -0.6% | 0.36% | -11.1% |
| Q3 2020 | $2,694,000 | +3.9% | 102,720 | +3.9% | 0.41% | -2.2% |
| Q2 2020 | $2,593,000 | -3.6% | 98,870 | -8.1% | 0.42% | -18.9% |
| Q1 2020 | $2,691,000 | +81.7% | 107,625 | +85.8% | 0.51% | +146.2% |
| Q4 2019 | $1,481,000 | – | 57,925 | – | 0.21% | – |
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% |