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 | $253,850 | -1.5% | 10,010 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $257,705 | +0.6% | 10,190 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $256,260 | +2.4% | 10,173 | +1.8% | 0.00% | 0.0% |
| Q4 2022 | $250,177 | -19.6% | 9,995 | -19.9% | 0.00% | -50.0% |
| Q3 2022 | $311,000 | +2.3% | 12,473 | +3.1% | 0.00% | 0.0% |
| Q2 2022 | $304,000 | -2.3% | 12,103 | -1.6% | 0.00% | 0.0% |
| Q1 2022 | $311,000 | -1.3% | 12,295 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $315,000 | +5.7% | 12,285 | +7.1% | 0.00% | 0.0% |
| Q3 2021 | $298,000 | -0.3% | 11,472 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $299,000 | 0.0% | 11,455 | +0.2% | 0.00% | -33.3% |
| Q1 2021 | $299,000 | +9.1% | 11,437 | +9.8% | 0.01% | 0.0% |
| Q4 2020 | $274,000 | +0.4% | 10,415 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $273,000 | +36.5% | 10,415 | +36.8% | 0.01% | +40.0% |
| Q2 2020 | $200,000 | -1.5% | 7,615 | -8.7% | 0.01% | -28.6% |
| Q3 2018 | $203,000 | – | 8,343 | – | 0.01% | – |
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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% |