ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 117 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,039,143 | +38.6% | 119,840 | +38.3% | 0.00% | – |
| Q2 2023 | $2,191,960 | +280.5% | 86,673 | +295.2% | 0.00% | – |
| Q4 2020 | $576,000 | -30.2% | 21,932 | -33.5% | 0.00% | – |
| Q1 2019 | $825,000 | +188.5% | 32,982 | +179.2% | 0.00% | – |
| Q4 2018 | $286,000 | +7.5% | 11,813 | +7.9% | 0.00% | – |
| Q3 2018 | $266,000 | -44.6% | 10,953 | -44.2% | 0.00% | – |
| Q1 2018 | $480,000 | -38.1% | 19,618 | -36.6% | 0.00% | – |
| Q4 2017 | $775,000 | +11.0% | 30,933 | +10.4% | 0.00% | – |
| Q1 2017 | $698,000 | -61.2% | 28,014 | -60.0% | 0.00% | -100.0% |
| Q3 2016 | $1,798,000 | – | 69,951 | – | 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% |