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 2021 | $1,130,000 | -5.1% | 44,020 | -3.9% | 0.07% | -11.2% |
| Q3 2021 | $1,191,000 | +0.7% | 45,792 | +1.0% | 0.08% | +1.3% |
| Q2 2021 | $1,183,000 | +2.2% | 45,359 | +2.4% | 0.08% | -3.7% |
| Q1 2021 | $1,158,000 | -5.5% | 44,313 | -5.1% | 0.08% | -2.4% |
| Q4 2020 | $1,226,000 | +0.2% | 46,683 | +0.0% | 0.08% | -19.2% |
| Q3 2020 | $1,224,000 | -4.7% | 46,664 | -4.8% | 0.10% | -14.8% |
| Q2 2020 | $1,285,000 | +7.3% | 48,998 | +2.2% | 0.12% | -28.7% |
| Q1 2020 | $1,198,000 | -0.1% | 47,931 | +2.2% | 0.17% | +33.6% |
| Q4 2019 | $1,199,000 | +15.5% | 46,920 | +15.7% | 0.13% | +7.6% |
| Q3 2019 | $1,038,000 | -0.8% | 40,559 | -1.5% | 0.12% | -1.7% |
| Q2 2019 | $1,046,000 | +2.6% | 41,183 | +1.1% | 0.12% | -4.7% |
| Q1 2019 | $1,019,000 | -1.5% | 40,747 | -4.7% | 0.13% | -9.9% |
| Q4 2018 | $1,034,000 | – | 42,749 | – | 0.14% | – |
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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% |