ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 215 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,055 | -53.4% | 22,299 | -53.5% | 0.01% | -10.0% |
| Q2 2023 | $1,211,322 | +99.3% | 47,978 | +100.0% | 0.01% | 0.0% |
| Q1 2023 | $607,695 | +5.4% | 23,989 | +3.9% | 0.01% | 0.0% |
| Q4 2022 | $576,823 | -1.9% | 23,099 | -1.9% | 0.01% | 0.0% |
| Q3 2022 | $588,000 | -5.2% | 23,544 | -4.3% | 0.01% | +11.1% |
| Q1 2022 | $620,000 | -4.9% | 24,607 | -3.5% | 0.01% | -18.2% |
| Q4 2021 | $652,000 | +9.0% | 25,504 | +10.5% | 0.01% | +10.0% |
| Q3 2021 | $598,000 | -51.1% | 23,085 | -50.9% | 0.01% | -37.5% |
| Q2 2021 | $1,222,000 | +97.4% | 47,002 | +98.0% | 0.02% | -5.9% |
| Q1 2021 | $619,000 | +40.4% | 23,736 | +40.8% | 0.02% | 0.0% |
| Q4 2020 | $441,000 | – | 16,863 | – | 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% |