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 | $863,508 | -13.4% | 34,050 | -13.7% | 0.06% | -8.2% |
| Q2 2023 | $997,691 | +8.7% | 39,450 | +8.2% | 0.06% | +1.7% |
| Q1 2023 | $918,176 | +18.1% | 36,450 | +17.4% | 0.06% | +11.1% |
| Q4 2022 | $777,182 | +25.4% | 31,050 | +24.9% | 0.05% | +17.4% |
| Q3 2022 | $620,000 | +23.3% | 24,850 | +23.9% | 0.05% | +35.3% |
| Q2 2022 | $503,000 | +25.4% | 20,050 | +26.1% | 0.03% | +47.8% |
| Q1 2022 | $401,000 | +1.8% | 15,900 | +3.6% | 0.02% | +15.0% |
| Q4 2021 | $394,000 | +11.6% | 15,350 | +13.1% | 0.02% | 0.0% |
| Q3 2021 | $353,000 | +13.1% | 13,575 | +13.4% | 0.02% | +11.1% |
| Q2 2021 | $312,000 | +12.6% | 11,975 | +12.7% | 0.02% | +5.9% |
| Q1 2021 | $277,000 | +17.9% | 10,625 | +18.7% | 0.02% | +13.3% |
| Q4 2020 | $235,000 | – | 8,950 | – | 0.02% | – |
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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% |