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 | $2,564,360 | +10.0% | 101,118 | +9.7% | 0.82% | +14.8% |
| Q2 2023 | $2,331,409 | +1.8% | 92,187 | +1.4% | 0.72% | +1.4% |
| Q1 2023 | $2,291,081 | +107817.1% | 90,952 | +7.2% | 0.70% | +3.4% |
| Q4 2022 | $2,123 | -99.9% | 84,837 | +3.5% | 0.68% | -1.2% |
| Q3 2022 | $2,045,000 | +7.5% | 81,953 | +8.1% | 0.69% | +16.2% |
| Q2 2022 | $1,902,000 | -2.7% | 75,795 | -2.0% | 0.59% | +13.4% |
| Q1 2022 | $1,955,000 | -1.4% | 77,344 | +0.1% | 0.52% | +5.6% |
| Q4 2021 | $1,983,000 | +2.7% | 77,254 | +4.0% | 0.50% | -1.6% |
| Q3 2021 | $1,931,000 | -2.6% | 74,274 | -2.3% | 0.50% | -1.4% |
| Q2 2021 | $1,983,000 | -1.7% | 76,041 | -1.4% | 0.51% | -8.8% |
| Q1 2021 | $2,017,000 | +0.6% | 77,149 | +1.1% | 0.56% | -4.3% |
| Q4 2020 | $2,004,000 | +6.1% | 76,281 | +6.0% | 0.58% | -7.6% |
| Q3 2020 | $1,888,000 | +0.1% | 71,964 | +0.0% | 0.63% | -9.6% |
| Q2 2020 | $1,887,000 | +16.3% | 71,955 | +10.9% | 0.70% | -3.2% |
| Q1 2020 | $1,623,000 | -28.6% | 64,911 | -27.0% | 0.72% | +1.3% |
| Q4 2019 | $2,274,000 | +0.7% | 88,952 | +0.8% | 0.71% | -4.2% |
| Q3 2019 | $2,258,000 | -9.6% | 88,212 | -10.2% | 0.74% | -7.5% |
| Q2 2019 | $2,497,000 | +3.9% | 98,272 | +2.2% | 0.80% | +1.5% |
| Q1 2019 | $2,404,000 | +31.9% | 96,119 | +27.5% | 0.79% | +22.8% |
| Q4 2018 | $1,823,000 | -8.9% | 75,376 | -8.5% | 0.65% | +1.3% |
| Q3 2018 | $2,002,000 | +26.1% | 82,377 | +26.0% | 0.64% | +19.9% |
| Q2 2018 | $1,587,000 | +280.6% | 65,353 | +283.6% | 0.53% | +282.7% |
| Q1 2018 | $417,000 | – | 17,037 | – | 0.14% | – |
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% |