ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,203,831 | -9.1% | 47,470 | -9.3% | 0.10% | -16.0% |
| Q2 2023 | $1,324,162 | -0.1% | 52,359 | -0.5% | 0.12% | -1.7% |
| Q1 2023 | $1,325,466 | -2.2% | 52,619 | -2.8% | 0.12% | -4.0% |
| Q4 2022 | $1,355,622 | -2.4% | 54,160 | -2.7% | 0.13% | -9.4% |
| Q3 2022 | $1,389,000 | -0.1% | 55,653 | +0.4% | 0.14% | +6.9% |
| Q2 2022 | $1,391,000 | – | 55,444 | – | 0.13% | – |
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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% |