ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 169 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,042,000 | -22.5% | 78,520 | -22.3% | 1.05% | -1.5% |
| Q2 2021 | $2,635,000 | -47.9% | 101,067 | -47.8% | 1.06% | -49.4% |
| Q1 2021 | $5,060,000 | +15.5% | 193,567 | +16.1% | 2.10% | -8.3% |
| Q4 2020 | $4,381,000 | +13.5% | 166,752 | +13.3% | 2.29% | -5.1% |
| Q3 2020 | $3,861,000 | +7.6% | 147,186 | +7.6% | 2.41% | +4.6% |
| Q2 2020 | $3,589,000 | -0.3% | 136,814 | -4.9% | 2.31% | +15.3% |
| Q1 2020 | $3,598,000 | +7.9% | 143,916 | +10.3% | 2.00% | +42.8% |
| Q4 2019 | $3,334,000 | +7.7% | 130,443 | +7.8% | 1.40% | -4.3% |
| Q3 2019 | $3,097,000 | +8.7% | 120,976 | +7.9% | 1.46% | +24.3% |
| Q2 2019 | $2,848,000 | -3.2% | 112,098 | -4.7% | 1.18% | -4.1% |
| Q1 2019 | $2,943,000 | +5.9% | 117,688 | +2.4% | 1.23% | -5.2% |
| Q4 2018 | $2,780,000 | -0.5% | 114,920 | -0.0% | 1.30% | +3.0% |
| Q3 2018 | $2,793,000 | – | 114,949 | – | 1.26% | – |
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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% |