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 | $7,306,958 | -32.4% | 288,129 | -32.5% | 0.20% | -32.7% |
| Q2 2023 | $10,801,713 | +154.3% | 427,114 | +153.3% | 0.30% | +142.4% |
| Q1 2023 | $4,247,901 | +34.7% | 168,634 | +33.8% | 0.12% | +6.8% |
| Q4 2022 | $3,153,632 | +0.2% | 125,994 | -0.1% | 0.12% | -69.9% |
| Q3 2022 | $3,148,000 | +3.1% | 126,183 | +3.7% | 0.39% | +206.3% |
| Q2 2022 | $3,054,000 | +1.3% | 121,703 | +2.1% | 0.13% | +17.6% |
| Q1 2022 | $3,014,000 | +8.2% | 119,240 | +9.9% | 0.11% | +5.9% |
| Q4 2021 | $2,785,000 | -0.9% | 108,501 | +0.4% | 0.10% | -7.3% |
| Q3 2021 | $2,810,000 | -3.8% | 108,076 | -3.5% | 0.11% | -8.3% |
| Q2 2021 | $2,920,000 | +4.6% | 111,986 | +4.9% | 0.12% | -9.1% |
| Q1 2021 | $2,792,000 | +9.1% | 106,804 | +9.6% | 0.13% | +4.8% |
| Q4 2020 | $2,559,000 | +53.5% | 97,423 | +53.3% | 0.13% | +34.0% |
| Q3 2020 | $1,667,000 | +0.9% | 63,557 | +0.9% | 0.09% | -6.9% |
| Q2 2020 | $1,652,000 | +44.4% | 62,968 | +40.7% | 0.10% | +11.0% |
| Q4 2019 | $1,144,000 | +47.2% | 44,749 | +47.4% | 0.09% | +33.8% |
| Q3 2019 | $777,000 | +61.5% | 30,349 | +60.3% | 0.07% | +41.7% |
| Q2 2019 | $481,000 | +51.3% | 18,936 | +49.1% | 0.05% | +37.1% |
| Q1 2019 | $318,000 | -27.9% | 12,698 | -30.1% | 0.04% | -14.6% |
| Q3 2018 | $441,000 | +1.4% | 18,166 | +1.3% | 0.04% | -4.7% |
| Q2 2018 | $435,000 | +28.3% | 17,933 | +29.6% | 0.04% | +26.5% |
| Q1 2018 | $339,000 | -2.3% | 13,833 | 0.0% | 0.03% | -5.6% |
| Q4 2017 | $347,000 | – | 13,833 | – | 0.04% | – |
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% |