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 | $28,154,980 | -4.3% | 1,110,212 | -4.6% | 0.05% | -1.9% |
| Q2 2023 | $29,426,070 | +11.4% | 1,163,546 | +11.0% | 0.05% | +4.0% |
| Q1 2023 | $26,408,868 | -52.8% | 1,048,387 | -53.1% | 0.05% | -55.8% |
| Q4 2022 | $55,993,245 | +45.9% | 2,236,919 | +45.4% | 0.11% | +32.9% |
| Q3 2022 | $38,384,000 | +0.7% | 1,538,448 | +1.3% | 0.08% | +2.4% |
| Q2 2022 | $38,106,000 | +5.7% | 1,518,752 | +6.5% | 0.08% | +22.1% |
| Q1 2022 | $36,044,000 | +85.5% | 1,425,808 | +88.3% | 0.07% | +88.9% |
| Q4 2021 | $19,434,000 | -2.6% | 757,058 | -1.3% | 0.04% | -10.0% |
| Q3 2021 | $19,948,000 | -1.8% | 767,237 | -1.5% | 0.04% | -2.4% |
| Q2 2021 | $20,307,000 | +4.1% | 778,793 | +4.4% | 0.04% | -6.8% |
| Q1 2021 | $19,508,000 | +4.1% | 746,287 | +4.7% | 0.04% | -6.4% |
| Q4 2020 | $18,731,000 | +2.4% | 713,013 | +2.2% | 0.05% | -9.6% |
| Q3 2020 | $18,299,000 | +54.3% | 697,634 | +54.3% | 0.05% | +36.8% |
| Q2 2020 | $11,856,000 | +57.5% | 451,984 | +50.1% | 0.04% | +15.2% |
| Q1 2020 | $7,530,000 | +10.9% | 301,186 | +13.4% | 0.03% | +50.0% |
| Q4 2019 | $6,791,000 | +15.7% | 265,707 | +15.9% | 0.02% | +4.8% |
| Q3 2019 | $5,871,000 | +4.5% | 229,320 | +3.7% | 0.02% | -4.5% |
| Q2 2019 | $5,620,000 | +19.1% | 221,165 | +17.2% | 0.02% | +10.0% |
| Q1 2019 | $4,720,000 | +19.0% | 188,718 | +15.1% | 0.02% | -4.8% |
| Q4 2018 | $3,965,000 | +24.8% | 163,924 | +25.4% | 0.02% | +50.0% |
| Q3 2018 | $3,177,000 | +12.4% | 130,737 | +12.3% | 0.01% | 0.0% |
| Q2 2018 | $2,827,000 | +29.0% | 116,443 | +30.1% | 0.01% | +7.7% |
| Q1 2018 | $2,191,000 | -41.9% | 89,490 | -40.5% | 0.01% | -45.8% |
| Q4 2017 | $3,768,000 | +20.0% | 150,315 | +21.4% | 0.02% | +20.0% |
| Q3 2017 | $3,141,000 | +21.7% | 123,790 | +21.0% | 0.02% | +11.1% |
| Q2 2017 | $2,580,000 | +15.1% | 102,329 | +13.7% | 0.02% | +5.9% |
| Q1 2017 | $2,242,000 | +2.0% | 89,997 | +1.3% | 0.02% | -5.6% |
| Q4 2016 | $2,197,000 | -0.8% | 88,860 | +3.1% | 0.02% | -10.0% |
| Q3 2016 | $2,215,000 | -1.6% | 86,186 | -1.6% | 0.02% | -9.1% |
| Q2 2016 | $2,251,000 | +1.1% | 87,563 | -1.5% | 0.02% | -15.4% |
| Q1 2016 | $2,227,000 | – | 88,940 | – | 0.03% | – |
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% |