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 | $17,194,542 | -0.3% | 678,018 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $17,253,344 | -1.2% | 682,220 | -1.6% | 0.01% | -6.7% |
| Q1 2023 | $17,466,348 | +35.2% | 693,384 | +34.4% | 0.02% | +25.0% |
| Q4 2022 | $12,917,425 | -0.4% | 516,074 | -0.7% | 0.01% | -7.7% |
| Q3 2022 | $12,966,000 | +20.2% | 519,693 | +20.9% | 0.01% | +18.2% |
| Q2 2022 | $10,786,000 | +10.0% | 429,882 | +10.8% | 0.01% | +37.5% |
| Q1 2022 | $9,805,000 | -53.5% | 387,853 | -52.8% | 0.01% | -52.9% |
| Q4 2021 | $21,077,000 | -9.9% | 821,056 | -8.8% | 0.02% | -19.0% |
| Q3 2021 | $23,398,000 | +2.1% | 899,916 | +2.4% | 0.02% | 0.0% |
| Q2 2021 | $22,907,000 | -2.6% | 878,513 | -2.3% | 0.02% | -12.5% |
| Q1 2021 | $23,507,000 | +109.1% | 899,258 | +110.1% | 0.02% | +100.0% |
| Q4 2020 | $11,242,000 | +16.3% | 427,953 | +16.1% | 0.01% | 0.0% |
| Q3 2020 | $9,667,000 | +8.2% | 368,550 | +8.2% | 0.01% | 0.0% |
| Q2 2020 | $8,938,000 | +8.1% | 340,766 | +3.0% | 0.01% | -7.7% |
| Q1 2020 | $8,267,000 | +2.0% | 330,699 | +4.3% | 0.01% | +30.0% |
| Q4 2019 | $8,102,000 | +41.2% | 316,963 | +41.4% | 0.01% | +25.0% |
| Q3 2019 | $5,739,000 | +4.0% | 224,165 | +3.2% | 0.01% | 0.0% |
| Q2 2019 | $5,519,000 | +22.0% | 217,200 | +20.1% | 0.01% | +14.3% |
| Q1 2019 | $4,525,000 | +116.1% | 180,913 | +109.0% | 0.01% | +75.0% |
| Q4 2018 | $2,094,000 | +8.7% | 86,574 | +9.2% | 0.00% | +33.3% |
| Q3 2018 | $1,927,000 | +18.4% | 79,305 | +18.3% | 0.00% | 0.0% |
| Q2 2018 | $1,628,000 | +12.8% | 67,035 | +13.7% | 0.00% | 0.0% |
| Q1 2018 | $1,443,000 | +336.0% | 58,961 | +346.8% | 0.00% | +200.0% |
| Q4 2017 | $331,000 | +29.3% | 13,197 | +31.0% | 0.00% | 0.0% |
| Q3 2017 | $256,000 | -0.8% | 10,072 | -1.4% | 0.00% | 0.0% |
| Q2 2017 | $258,000 | – | 10,218 | – | 0.00% | – |
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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% |