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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $279,000 | +4.1% | 10,883 | +5.8% | 0.07% | -6.3% |
| Q3 2021 | $268,000 | +5.9% | 10,289 | +5.9% | 0.08% | +6.8% |
| Q2 2021 | $253,000 | -8.3% | 9,713 | -8.1% | 0.07% | -15.9% |
| Q1 2021 | $276,000 | -0.7% | 10,565 | 0.0% | 0.09% | +17.3% |
| Q4 2020 | $278,000 | +0.4% | 10,565 | 0.0% | 0.08% | -30.6% |
| Q3 2020 | $277,000 | 0.0% | 10,565 | 0.0% | 0.11% | -9.2% |
| Q2 2020 | $277,000 | +15.4% | 10,565 | +9.9% | 0.12% | -4.0% |
| Q1 2020 | $240,000 | -4.4% | 9,610 | -2.0% | 0.12% | +31.9% |
| Q4 2019 | $251,000 | – | 9,805 | – | 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% |