ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,002 | -2.7% | 236,677 | -3.0% | 3.20% | +0.5% |
| Q2 2023 | $6,169 | -0.1% | 243,947 | -0.5% | 3.19% | -4.6% |
| Q1 2023 | $6,177 | +0.7% | 245,197 | 0.0% | 3.34% | -2.1% |
| Q4 2022 | $6,137 | -99.9% | 245,197 | -0.5% | 3.41% | +0.7% |
| Q3 2022 | $6,147,000 | -0.6% | 246,377 | 0.0% | 3.39% | +5.5% |
| Q2 2022 | $6,182,000 | -0.6% | 246,377 | +0.1% | 3.21% | +16.9% |
| Q1 2022 | $6,222,000 | -2.0% | 246,132 | -0.5% | 2.75% | +3.3% |
| Q4 2021 | $6,349,000 | +6.2% | 247,322 | +7.6% | 2.66% | -0.7% |
| Q3 2021 | $5,977,000 | +15.7% | 229,878 | +16.0% | 2.68% | +14.0% |
| Q2 2021 | $5,168,000 | +26.0% | 198,181 | +26.3% | 2.35% | +19.4% |
| Q1 2021 | $4,101,000 | +0.7% | 156,890 | +1.2% | 1.97% | -2.2% |
| Q4 2020 | $4,072,000 | +51.3% | 154,995 | +51.0% | 2.01% | +28.2% |
| Q3 2020 | $2,692,000 | +29.2% | 102,634 | +29.2% | 1.57% | +18.8% |
| Q2 2020 | $2,084,000 | +29.1% | 79,447 | +23.1% | 1.32% | +8.8% |
| Q1 2020 | $1,614,000 | +4.6% | 64,552 | +7.0% | 1.21% | +30.3% |
| Q4 2019 | $1,543,000 | +67.7% | 60,352 | +67.9% | 0.93% | +49.4% |
| Q3 2019 | $920,000 | +69.7% | 35,947 | +68.4% | 0.62% | +66.4% |
| Q2 2019 | $542,000 | – | 21,343 | – | 0.38% | – |
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% |