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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $859 | -63.5% | 33,984 | -63.5% | 0.28% | -62.9% |
| Q2 2023 | $2,353 | -12.8% | 93,030 | -13.2% | 0.77% | -17.8% |
| Q1 2023 | $2,699 | +4.0% | 107,151 | +3.3% | 0.94% | +3.0% |
| Q4 2022 | $2,595 | -99.4% | 103,691 | +512.7% | 0.91% | +453.7% |
| Q3 2022 | $422,000 | +6.0% | 16,924 | +6.6% | 0.16% | +9.3% |
| Q2 2022 | $398,000 | -0.5% | 15,876 | +0.2% | 0.15% | +11.1% |
| Q1 2022 | $400,000 | +37.5% | 15,839 | +39.9% | 0.14% | +40.6% |
| Q4 2021 | $291,000 | +42.0% | 11,325 | +43.3% | 0.10% | +31.5% |
| Q3 2021 | $205,000 | -0.5% | 7,904 | +0.1% | 0.07% | -2.7% |
| Q2 2021 | $206,000 | 0.0% | 7,897 | +0.1% | 0.08% | -5.1% |
| Q1 2021 | $206,000 | -0.5% | 7,890 | +0.1% | 0.08% | -8.1% |
| Q4 2020 | $207,000 | +0.5% | 7,884 | +0.1% | 0.09% | -11.3% |
| Q3 2020 | $206,000 | 0.0% | 7,873 | +0.1% | 0.10% | -5.8% |
| Q2 2020 | $206,000 | -2.8% | 7,863 | -7.5% | 0.10% | -14.9% |
| Q1 2020 | $212,000 | -19.4% | 8,503 | -17.6% | 0.12% | -11.0% |
| Q3 2019 | $263,000 | – | 10,318 | – | 0.14% | – |
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% |