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 | $1,412,743 | +4.6% | 55,708 | +4.3% | 0.02% | +4.8% |
| Q2 2023 | $1,350,884 | +2.1% | 53,416 | +1.7% | 0.02% | -4.5% |
| Q1 2023 | $1,322,833 | +14.5% | 52,514 | +13.8% | 0.02% | +4.8% |
| Q4 2022 | $1,155,222 | +264.4% | 46,153 | +263.8% | 0.02% | +162.5% |
| Q3 2022 | $317,000 | -11.9% | 12,688 | -11.6% | 0.01% | 0.0% |
| Q2 2022 | $360,000 | -58.4% | 14,348 | -58.1% | 0.01% | -52.9% |
| Q1 2022 | $866,000 | -2.4% | 34,240 | -0.9% | 0.02% | -5.6% |
| Q4 2021 | $887,000 | -7.0% | 34,550 | -5.8% | 0.02% | -5.3% |
| Q3 2021 | $954,000 | +0.8% | 36,684 | +1.1% | 0.02% | -13.6% |
| Q2 2021 | $946,000 | +7.4% | 36,290 | +7.6% | 0.02% | -8.3% |
| Q1 2021 | $881,000 | -0.6% | 33,718 | 0.0% | 0.02% | -14.3% |
| Q4 2020 | $886,000 | +0.2% | 33,718 | 0.0% | 0.03% | -15.2% |
| Q3 2020 | $884,000 | -3.0% | 33,718 | -2.9% | 0.03% | -15.4% |
| Q2 2020 | $911,000 | -26.7% | 34,718 | -30.1% | 0.04% | -41.8% |
| Q1 2020 | $1,242,000 | +2.2% | 49,698 | +4.4% | 0.07% | +28.8% |
| Q4 2019 | $1,215,000 | +2.2% | 47,588 | +2.5% | 0.05% | -1.9% |
| Q3 2019 | $1,189,000 | +5.5% | 46,435 | +4.3% | 0.05% | +6.0% |
| Q2 2019 | $1,127,000 | +219.3% | 44,502 | +217.1% | 0.05% | +177.8% |
| Q1 2019 | $353,000 | +39.5% | 14,033 | +33.1% | 0.02% | +20.0% |
| Q4 2018 | $253,000 | – | 10,540 | – | 0.02% | – |
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% |