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 | $3,640,272 | -6.7% | 143,544 | -6.9% | 0.03% | -6.1% |
Q2 2023 | $3,901,249 | -6.6% | 154,261 | -7.0% | 0.03% | -21.4% |
Q1 2023 | $4,178,206 | -11.5% | 165,868 | -12.0% | 0.04% | -19.2% |
Q4 2022 | $4,719,671 | +13.4% | 188,561 | +13.0% | 0.05% | -1.9% |
Q3 2022 | $4,163,000 | +0.8% | 166,836 | +1.3% | 0.05% | -7.0% |
Q2 2022 | $4,132,000 | -0.7% | 164,704 | +0.1% | 0.06% | +7.5% |
Q1 2022 | $4,161,000 | -9.6% | 164,596 | -8.2% | 0.05% | -18.5% |
Q4 2021 | $4,603,000 | -1.5% | 179,327 | -0.2% | 0.06% | -16.7% |
Q3 2021 | $4,672,000 | -1.7% | 179,710 | -1.4% | 0.08% | -11.4% |
Q2 2021 | $4,755,000 | -7.6% | 182,354 | -7.3% | 0.09% | -17.0% |
Q1 2021 | $5,145,000 | -0.5% | 196,812 | +0.0% | 0.11% | -22.1% |
Q4 2020 | $5,170,000 | – | 196,803 | – | 0.14% | – |
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% |