ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 68 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $553,000 | +51.1% | 21,684 | +51.7% | 0.00% | +33.3% |
| Q3 2019 | $366,000 | -10.9% | 14,290 | -11.6% | 0.00% | 0.0% |
| Q2 2019 | $411,000 | +84.3% | 16,173 | +80.9% | 0.00% | +50.0% |
| Q1 2019 | $223,000 | +355.1% | 8,939 | +343.0% | 0.00% | – |
| Q4 2018 | $49,000 | +188.2% | 2,018 | +190.8% | 0.00% | – |
| Q3 2018 | $17,000 | +750.0% | 694 | +587.1% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | -33.3% | 101 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | -93.5% | 101 | -94.4% | 0.00% | -100.0% |
| Q2 2016 | $46,000 | – | 1,800 | – | 0.00% | – |
Download | ||||||
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% |