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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $180,303,000 | -6.2% | 7,132,254 | -4.8% | 4.49% | -22.3% |
| Q4 2021 | $192,272,000 | -8.5% | 7,490,135 | -7.4% | 5.77% | +6.5% |
| Q3 2021 | $210,219,000 | +29.1% | 8,085,351 | +29.5% | 5.42% | +13.9% |
| Q2 2021 | $162,817,000 | +16.1% | 6,244,186 | +16.4% | 4.76% | -5.3% |
| Q1 2021 | $140,186,000 | +42.1% | 5,362,890 | +42.8% | 5.03% | +11.3% |
| Q4 2020 | $98,643,000 | +49.2% | 3,754,966 | +48.6% | 4.52% | +28.7% |
| Q3 2020 | $66,129,000 | +33.9% | 2,526,766 | +33.9% | 3.51% | +13.2% |
| Q2 2020 | $49,389,000 | +64.5% | 1,887,349 | +56.7% | 3.10% | +19.5% |
| Q1 2020 | $30,027,000 | +22.1% | 1,204,113 | +25.1% | 2.60% | +48.8% |
| Q4 2019 | $24,598,000 | +19.4% | 962,368 | +19.3% | 1.74% | +51.5% |
| Q3 2019 | $20,599,000 | +36.7% | 806,696 | +35.7% | 1.15% | -45.7% |
| Q2 2019 | $15,066,000 | +20.0% | 594,416 | +18.1% | 2.12% | -1.1% |
| Q1 2019 | $12,551,000 | +43.5% | 503,131 | +39.1% | 2.14% | -7.1% |
| Q4 2018 | $8,747,000 | – | 361,596 | – | 2.31% | – |
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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% |