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 | $2,453,350 | -5.0% | 96,740 | -5.3% | 0.58% | -4.0% |
| Q2 2023 | $2,582,834 | -13.1% | 102,128 | -13.4% | 0.61% | -20.5% |
| Q1 2023 | $2,970,536 | +3.7% | 117,925 | +3.0% | 0.76% | -6.2% |
| Q4 2022 | $2,865,644 | +41.7% | 114,488 | +41.3% | 0.81% | +34.0% |
| Q3 2022 | $2,022,000 | +30.0% | 81,015 | +30.7% | 0.61% | +34.7% |
| Q2 2022 | $1,555,000 | +18.3% | 61,994 | +19.2% | 0.45% | +42.4% |
| Q1 2022 | $1,314,000 | +13.8% | 51,992 | +15.5% | 0.32% | +14.5% |
| Q4 2021 | $1,155,000 | +13.5% | 45,017 | +15.0% | 0.28% | +4.2% |
| Q3 2021 | $1,018,000 | +15.9% | 39,143 | +16.2% | 0.26% | +15.2% |
| Q2 2021 | $878,000 | +13.9% | 33,676 | +14.0% | 0.23% | +6.0% |
| Q1 2021 | $771,000 | +20.1% | 29,548 | +20.8% | 0.22% | +10.2% |
| Q4 2020 | $642,000 | +11.3% | 24,465 | +11.3% | 0.20% | -1.0% |
| Q3 2020 | $577,000 | 0.0% | 21,990 | 0.0% | 0.20% | -14.6% |
| Q2 2020 | $577,000 | +0.3% | 21,990 | -4.3% | 0.23% | -11.4% |
| Q1 2020 | $575,000 | – | 22,990 | – | 0.26% | – |
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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% |