ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,838,644 | +37.9% | 230,230 | +37.5% | 0.00% | +50.0% |
| Q2 2023 | $4,235,113 | -83.0% | 167,462 | -83.1% | 0.00% | -83.3% |
| Q1 2023 | $24,915,505 | +12.9% | 989,103 | +12.2% | 0.01% | +9.1% |
| Q4 2022 | $22,068,853 | +16.9% | 881,696 | +16.5% | 0.01% | 0.0% |
| Q3 2022 | $18,879,000 | +33.4% | 756,665 | +34.2% | 0.01% | +37.5% |
| Q2 2022 | $14,152,000 | +89.9% | 564,043 | +91.4% | 0.01% | +100.0% |
| Q1 2022 | $7,451,000 | +2.4% | 294,726 | +4.0% | 0.00% | 0.0% |
| Q4 2021 | $7,275,000 | -2.2% | 283,422 | -1.0% | 0.00% | 0.0% |
| Q3 2021 | $7,442,000 | +11.0% | 286,246 | +11.3% | 0.00% | 0.0% |
| Q2 2021 | $6,704,000 | +8.8% | 257,109 | +9.1% | 0.00% | 0.0% |
| Q1 2021 | $6,161,000 | +6.3% | 235,711 | +6.9% | 0.00% | 0.0% |
| Q4 2020 | $5,794,000 | +25.0% | 220,540 | +24.8% | 0.00% | 0.0% |
| Q3 2020 | $4,634,000 | +4.4% | 176,661 | +4.4% | 0.00% | 0.0% |
| Q2 2020 | $4,439,000 | +2.5% | 169,225 | -2.3% | 0.00% | -20.0% |
| Q1 2020 | $4,331,000 | -11.5% | 173,249 | -9.5% | 0.01% | 0.0% |
| Q4 2019 | $4,893,000 | +7.7% | 191,440 | +7.9% | 0.01% | 0.0% |
| Q3 2019 | $4,544,000 | +1.6% | 177,492 | +0.8% | 0.01% | -16.7% |
| Q2 2019 | $4,474,000 | +10.1% | 176,054 | +8.3% | 0.01% | 0.0% |
| Q1 2019 | $4,065,000 | +5.2% | 162,549 | +1.8% | 0.01% | 0.0% |
| Q4 2018 | $3,863,000 | -28.2% | 159,694 | -27.9% | 0.01% | -33.3% |
| Q3 2018 | $5,379,000 | -48.5% | 221,359 | -45.5% | 0.01% | -77.5% |
| Q3 2016 | $10,446,000 | +5.7% | 406,506 | +5.7% | 0.04% | +2.6% |
| Q2 2016 | $9,887,000 | +4.2% | 384,554 | +1.5% | 0.04% | -4.9% |
| Q1 2016 | $9,487,000 | +6.9% | 378,858 | +3.2% | 0.04% | +2.5% |
| Q4 2015 | $8,872,000 | – | 367,047 | – | 0.04% | – |
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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% |