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 | $4,544,559 | +74.3% | 179,202 | +73.8% | 0.00% | 0.0% |
| Q2 2023 | $2,607,630 | +7.4% | 103,109 | +7.0% | 0.00% | 0.0% |
| Q1 2023 | $2,427,590 | +3.3% | 96,371 | +2.7% | 0.00% | 0.0% |
| Q4 2022 | $2,349,583 | +3.5% | 93,871 | +3.2% | 0.00% | 0.0% |
| Q3 2022 | $2,271,000 | -0.3% | 91,003 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $2,277,000 | +2.3% | 90,765 | +3.1% | 0.00% | – |
| Q1 2022 | $2,226,000 | +10.4% | 88,047 | +12.1% | 0.00% | – |
| Q4 2021 | $2,017,000 | +4.8% | 78,560 | +6.1% | 0.00% | – |
| Q3 2021 | $1,924,000 | +6.6% | 74,009 | +6.9% | 0.00% | – |
| Q2 2021 | $1,805,000 | +4.3% | 69,223 | +4.5% | 0.00% | – |
| Q1 2021 | $1,731,000 | +33.3% | 66,237 | +34.0% | 0.00% | – |
| Q4 2020 | $1,299,000 | +3.5% | 49,447 | +3.3% | 0.00% | – |
| Q3 2020 | $1,255,000 | +14.0% | 47,848 | +13.9% | 0.00% | – |
| Q2 2020 | $1,101,000 | +15.7% | 42,002 | +10.3% | 0.00% | – |
| Q1 2020 | $952,000 | -59.7% | 38,063 | -58.8% | 0.00% | -100.0% |
| Q4 2019 | $2,362,000 | +13.7% | 92,413 | +13.9% | 0.00% | 0.0% |
| Q3 2019 | $2,078,000 | +35.6% | 81,168 | +34.6% | 0.00% | – |
| Q2 2019 | $1,532,000 | +43.4% | 60,283 | +41.0% | 0.00% | – |
| Q1 2019 | $1,068,000 | +40.2% | 42,744 | +35.7% | 0.00% | – |
| Q4 2018 | $762,000 | +50.9% | 31,508 | +51.6% | 0.00% | – |
| Q3 2018 | $505,000 | +23.2% | 20,784 | +23.1% | 0.00% | – |
| Q2 2018 | $410,000 | +39.0% | 16,888 | +39.9% | 0.00% | – |
| Q1 2018 | $295,000 | -54.5% | 12,071 | -53.3% | 0.00% | – |
| Q4 2017 | $649,000 | -35.5% | 25,872 | -33.9% | 0.00% | – |
| Q3 2016 | $1,006,000 | – | 39,148 | – | 0.00% | – |
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% |