ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,711 | -4.3% | 19,823 | -4.6% | 0.10% | +1.1% |
| Q2 2023 | $525,375 | +0.3% | 20,774 | -0.1% | 0.10% | -5.9% |
| Q1 2023 | $523,901 | -6.6% | 20,798 | -7.2% | 0.10% | -10.6% |
| Q4 2022 | $561,172 | +0.0% | 22,420 | -0.3% | 0.11% | -13.7% |
| Q3 2022 | $561,000 | -3.9% | 22,480 | -3.4% | 0.13% | -0.8% |
| Q2 2022 | $584,000 | -5.0% | 23,273 | -4.4% | 0.13% | +11.9% |
| Q1 2022 | $615,000 | -40.5% | 24,355 | -39.6% | 0.12% | -41.9% |
| Q4 2021 | $1,034,000 | -11.6% | 40,309 | -10.4% | 0.20% | -23.7% |
| Q3 2021 | $1,170,000 | -4.2% | 44,978 | -3.9% | 0.27% | -4.0% |
| Q2 2021 | $1,221,000 | +28.4% | 46,818 | +28.7% | 0.28% | +23.1% |
| Q1 2021 | $951,000 | +60.1% | 36,381 | +60.8% | 0.22% | +48.0% |
| Q4 2020 | $594,000 | -27.7% | 22,628 | -27.8% | 0.15% | -28.6% |
| Q3 2020 | $822,000 | +27.6% | 31,353 | +27.7% | 0.21% | +21.7% |
| Q2 2020 | $644,000 | – | 24,550 | – | 0.18% | – |
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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% |