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 | $13,336,203 | -5.9% | 525,876 | -6.2% | 0.02% | -8.3% |
| Q2 2023 | $14,178,945 | +12.8% | 560,654 | +12.4% | 0.02% | +9.1% |
| Q1 2023 | $12,566,429 | +4.0% | 498,866 | +3.4% | 0.02% | +4.8% |
| Q4 2022 | $12,078,680 | +673.3% | 482,568 | +670.7% | 0.02% | +600.0% |
| Q3 2022 | $1,562,000 | +3.9% | 62,612 | +4.4% | 0.00% | 0.0% |
| Q2 2022 | $1,504,000 | -2.3% | 59,963 | -1.6% | 0.00% | +50.0% |
| Q1 2022 | $1,540,000 | -16.3% | 60,932 | -15.0% | 0.00% | -33.3% |
| Q4 2021 | $1,839,000 | +2.7% | 71,645 | +4.1% | 0.00% | 0.0% |
| Q3 2021 | $1,790,000 | +10.6% | 68,848 | +11.0% | 0.00% | 0.0% |
| Q2 2021 | $1,618,000 | +1.4% | 62,038 | +1.7% | 0.00% | 0.0% |
| Q1 2021 | $1,595,000 | -22.2% | 61,015 | -21.8% | 0.00% | -25.0% |
| Q4 2020 | $2,049,000 | +0.3% | 77,990 | +0.2% | 0.00% | 0.0% |
| Q3 2020 | $2,042,000 | +7.3% | 77,849 | +7.3% | 0.00% | 0.0% |
| Q2 2020 | $1,903,000 | +5.1% | 72,576 | +0.2% | 0.00% | -20.0% |
| Q1 2020 | $1,810,000 | -0.9% | 72,408 | +1.3% | 0.01% | +25.0% |
| Q4 2019 | $1,827,000 | – | 71,484 | – | 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% |