ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $992 | -1.3% | 39,118 | -1.6% | 0.23% | +6.9% |
| Q2 2023 | $1,005 | -1.9% | 39,753 | -2.2% | 0.22% | -4.0% |
| Q1 2023 | $1,024 | -9.7% | 40,643 | -10.3% | 0.23% | -8.5% |
| Q4 2022 | $1,134 | -99.9% | 45,313 | +24.3% | 0.25% | +8.8% |
| Q3 2022 | $910,000 | -68.5% | 36,465 | -68.3% | 0.23% | -65.1% |
| Q2 2022 | $2,886,000 | -3.0% | 115,045 | -2.3% | 0.65% | +12.6% |
| Q1 2022 | $2,976,000 | -1.1% | 117,715 | +0.5% | 0.58% | +8.6% |
| Q4 2021 | $3,008,000 | +19.3% | 117,170 | +20.8% | 0.53% | +8.5% |
| Q3 2021 | $2,522,000 | -1.1% | 96,990 | -0.8% | 0.49% | +0.8% |
| Q2 2021 | $2,550,000 | -47.9% | 97,800 | -47.6% | 0.49% | -47.6% |
| Q1 2021 | $4,890,000 | +102.2% | 186,635 | +102.7% | 0.93% | +105.7% |
| Q4 2020 | $2,418,000 | +12.6% | 92,065 | +12.4% | 0.45% | +1.6% |
| Q3 2020 | $2,147,000 | -89.9% | 81,885 | +0.6% | 0.45% | -88.1% |
| Q2 2020 | $21,352,000 | +1020.3% | 81,405 | +6.8% | 3.75% | +641.8% |
| Q1 2020 | $1,906,000 | +2.8% | 76,250 | +5.1% | 0.50% | +46.0% |
| Q4 2019 | $1,854,000 | +203.4% | 72,560 | +203.7% | 0.35% | +168.2% |
| Q3 2019 | $611,000 | +105.7% | 23,895 | +104.4% | 0.13% | +104.8% |
| Q2 2019 | $297,000 | +62.3% | 11,690 | +59.7% | 0.06% | +85.3% |
| Q1 2019 | $183,000 | +6.4% | 7,320 | +2.8% | 0.03% | -2.9% |
| Q4 2018 | $172,000 | – | 7,120 | – | 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% |