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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $307 | -99.7% | 12,249 | +167.0% | 0.02% | +400.0% |
| Q1 2021 | $120,000 | +421.7% | 4,588 | +422.0% | 0.00% | +300.0% |
| Q4 2020 | $23,000 | 0.0% | 879 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | 0.0% | 879 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | +4.5% | 879 | -0.6% | 0.00% | -50.0% |
| Q1 2020 | $22,000 | -4.3% | 884 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $23,000 | -48.9% | 884 | -49.4% | 0.00% | -50.0% |
| Q3 2019 | $45,000 | -94.2% | 1,746 | -94.3% | 0.00% | -98.2% |
| Q2 2017 | $774,000 | +11.4% | 30,605 | +11.1% | 0.22% | +7.3% |
| Q1 2017 | $695,000 | -12.6% | 27,540 | -14.3% | 0.20% | -22.9% |
| Q4 2016 | $795,000 | – | 32,134 | – | 0.27% | – |
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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% |