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 | $277,692 | +0.3% | 10,950 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $276,926 | +218.7% | 10,950 | +217.4% | 0.01% | +200.0% |
| Q1 2023 | $86,906 | +0.6% | 3,450 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $86,354 | -97.8% | 3,450 | -97.8% | 0.00% | -98.2% |
| Q3 2022 | $3,953,000 | +33.0% | 158,450 | +33.8% | 0.11% | +43.4% |
| Q2 2022 | $2,972,000 | -0.7% | 118,450 | 0.0% | 0.08% | +11.8% |
| Q1 2022 | $2,994,000 | -1.5% | 118,450 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $3,041,000 | -1.3% | 118,450 | 0.0% | 0.07% | -12.0% |
| Q3 2021 | $3,080,000 | -0.3% | 118,450 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $3,089,000 | -0.2% | 118,450 | 0.0% | 0.08% | -8.5% |
| Q1 2021 | $3,096,000 | +85.7% | 118,450 | +86.7% | 0.08% | +78.3% |
| Q4 2020 | $1,667,000 | +0.2% | 63,450 | 0.0% | 0.05% | -9.8% |
| Q3 2020 | $1,664,000 | 0.0% | 63,450 | 0.0% | 0.05% | -8.9% |
| Q2 2020 | $1,664,000 | +53.2% | 63,450 | +46.0% | 0.06% | +30.2% |
| Q1 2020 | $1,086,000 | -2.3% | 43,450 | 0.0% | 0.04% | +19.4% |
| Q4 2019 | $1,111,000 | -0.1% | 43,450 | 0.0% | 0.04% | -7.7% |
| Q3 2019 | $1,112,000 | +0.7% | 43,450 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $1,104,000 | +31.9% | 43,450 | +29.9% | 0.04% | +25.0% |
| Q1 2019 | $837,000 | +72.2% | 33,450 | +67.2% | 0.03% | +45.5% |
| Q3 2018 | $486,000 | – | 20,000 | – | 0.02% | – |
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% |