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 | $19,713,999 | +2.3% | 777,366 | +2.1% | 0.08% | -1.3% |
| Q2 2023 | $19,263,019 | +13.0% | 761,685 | +12.5% | 0.08% | +1.3% |
| Q1 2023 | $17,051,711 | +0.5% | 676,924 | -0.1% | 0.08% | -11.8% |
| Q4 2022 | $16,967,165 | +5.1% | 677,873 | +4.7% | 0.08% | -9.6% |
| Q3 2022 | $16,149,000 | +38.4% | 647,253 | +39.2% | 0.09% | +25.3% |
| Q2 2022 | $11,666,000 | +883.6% | 464,978 | +890.7% | 0.08% | +837.5% |
| Q1 2022 | $1,186,000 | -7.4% | 46,934 | -5.9% | 0.01% | -11.1% |
| Q4 2021 | $1,281,000 | +3.4% | 49,903 | +4.7% | 0.01% | -10.0% |
| Q3 2021 | $1,239,000 | +33.4% | 47,643 | +33.7% | 0.01% | +11.1% |
| Q2 2021 | $929,000 | +3.0% | 35,623 | +3.2% | 0.01% | -10.0% |
| Q1 2021 | $902,000 | -28.2% | 34,515 | -27.9% | 0.01% | -41.2% |
| Q4 2020 | $1,257,000 | -2.6% | 47,860 | -2.7% | 0.02% | -19.0% |
| Q3 2020 | $1,291,000 | +11.9% | 49,193 | +11.8% | 0.02% | +10.5% |
| Q2 2020 | $1,154,000 | +40.9% | 43,987 | +33.4% | 0.02% | +5.6% |
| Q1 2020 | $819,000 | +4.3% | 32,975 | +7.5% | 0.02% | +50.0% |
| Q4 2019 | $785,000 | – | 30,683 | – | 0.01% | – |
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% |