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 | $201,612 | +0.3% | 7,950 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $201,054 | -14.6% | 7,950 | -15.0% | 0.02% | -19.2% |
| Q1 2023 | $235,526 | +0.6% | 9,350 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $234,030 | -6.0% | 9,350 | -6.3% | 0.03% | -15.6% |
| Q3 2022 | $249,000 | -2.4% | 9,975 | -2.0% | 0.03% | +3.2% |
| Q2 2022 | $255,000 | +2.8% | 10,175 | +3.6% | 0.03% | +19.2% |
| Q1 2022 | $248,000 | +6.4% | 9,825 | +8.3% | 0.03% | +13.0% |
| Q4 2021 | $233,000 | -5.7% | 9,075 | -4.2% | 0.02% | -14.8% |
| Q3 2021 | $247,000 | +1.6% | 9,475 | +1.9% | 0.03% | 0.0% |
| Q2 2021 | $243,000 | +0.8% | 9,300 | +0.8% | 0.03% | -3.6% |
| Q1 2021 | $241,000 | -2.4% | 9,225 | -1.9% | 0.03% | -6.7% |
| Q4 2020 | $247,000 | -32.1% | 9,400 | -32.3% | 0.03% | -38.8% |
| Q3 2020 | $364,000 | -9.2% | 13,875 | -9.3% | 0.05% | -14.0% |
| Q2 2020 | $401,000 | -7.2% | 15,300 | -11.4% | 0.06% | -19.7% |
| Q1 2020 | $432,000 | -13.3% | 17,275 | -11.3% | 0.07% | +18.3% |
| Q4 2019 | $498,000 | -1.8% | 19,475 | -1.5% | 0.06% | -9.1% |
| Q3 2019 | $507,000 | -0.6% | 19,780 | -1.5% | 0.07% | 0.0% |
| Q2 2019 | $510,000 | +1.4% | 20,080 | -0.1% | 0.07% | 0.0% |
| Q1 2019 | $503,000 | +12.0% | 20,105 | +8.1% | 0.07% | 0.0% |
| Q4 2018 | $449,000 | +34.4% | 18,590 | +35.5% | 0.07% | +46.7% |
| Q3 2018 | $334,000 | +10.2% | 13,715 | +9.8% | 0.04% | +7.1% |
| Q2 2018 | $303,000 | – | 12,490 | – | 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% |