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 | $12,377,036 | -7.9% | 488,053 | -8.1% | 4.28% | -3.6% |
| Q2 2023 | $13,437,095 | +1.3% | 531,321 | +0.9% | 4.45% | -2.5% |
| Q1 2023 | $13,263,033 | +44.6% | 526,520 | +43.7% | 4.56% | +36.6% |
| Q4 2022 | $9,170,246 | +0.9% | 366,370 | +0.6% | 3.34% | -1.7% |
| Q3 2022 | $9,087,000 | +3.3% | 364,216 | +3.9% | 3.40% | +8.4% |
| Q2 2022 | $8,799,000 | +4031.0% | 350,705 | +4046.4% | 3.14% | +4650.0% |
| Q1 2022 | $213,000 | -1.4% | 8,458 | +0.2% | 0.07% | +1.5% |
| Q4 2021 | $216,000 | -22.3% | 8,440 | -21.2% | 0.06% | -27.0% |
| Q3 2021 | $278,000 | – | 10,713 | – | 0.09% | – |
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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% |