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 | $1,278 | -31.8% | 50,397 | -32.0% | 0.01% | -33.3% |
| Q2 2023 | $1,875 | -1.0% | 74,154 | -1.3% | 0.01% | 0.0% |
| Q1 2023 | $1,893 | -67.3% | 75,131 | -67.5% | 0.01% | -70.0% |
| Q4 2022 | $5,792 | -99.9% | 231,414 | +17.6% | 0.03% | +7.1% |
| Q3 2022 | $4,911,000 | +468.4% | 196,822 | +471.4% | 0.03% | +460.0% |
| Q2 2022 | $864,000 | +3.1% | 34,448 | +3.9% | 0.01% | +25.0% |
| Q1 2022 | $838,000 | +91.8% | 33,156 | +94.8% | 0.00% | +100.0% |
| Q4 2021 | $437,000 | -83.2% | 17,022 | -83.0% | 0.00% | -84.6% |
| Q3 2021 | $2,601,000 | -10.9% | 100,049 | -10.6% | 0.01% | -7.1% |
| Q2 2021 | $2,920,000 | +12.2% | 111,969 | +12.5% | 0.01% | 0.0% |
| Q1 2021 | $2,602,000 | +220.4% | 99,555 | +222.2% | 0.01% | +180.0% |
| Q4 2020 | $812,000 | +14.0% | 30,894 | +13.8% | 0.01% | 0.0% |
| Q3 2020 | $712,000 | 0.0% | 27,148 | -0.0% | 0.01% | 0.0% |
| Q2 2020 | $712,000 | -27.7% | 27,158 | -31.1% | 0.01% | -44.4% |
| Q1 2020 | $985,000 | +37.6% | 39,412 | +40.6% | 0.01% | +50.0% |
| Q4 2019 | $716,000 | +17.2% | 28,031 | +17.4% | 0.01% | +20.0% |
| Q3 2019 | $611,000 | +55.1% | 23,884 | +53.9% | 0.01% | +25.0% |
| Q2 2019 | $394,000 | +58.9% | 15,515 | +56.7% | 0.00% | +100.0% |
| Q1 2019 | $248,000 | – | 9,903 | – | 0.00% | – |
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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% |