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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $279,000 | -67.5% | 11,137 | -67.2% | 0.21% | +7.7% |
| Q1 2022 | $859,000 | +37.2% | 33,994 | +39.5% | 0.20% | +46.6% |
| Q4 2021 | $626,000 | -25.9% | 24,370 | -25.0% | 0.13% | -30.0% |
| Q3 2021 | $845,000 | -0.4% | 32,502 | 0.0% | 0.19% | -1.6% |
| Q2 2021 | $848,000 | -23.0% | 32,502 | -22.9% | 0.19% | -29.6% |
| Q1 2021 | $1,102,000 | +53.5% | 42,166 | +54.3% | 0.27% | +107.6% |
| Q4 2020 | $718,000 | +20.3% | 27,322 | +20.1% | 0.13% | +5.6% |
| Q3 2020 | $597,000 | +21.8% | 22,758 | +21.8% | 0.12% | +17.9% |
| Q2 2020 | $490,000 | +33.9% | 18,685 | +27.5% | 0.11% | +11.6% |
| Q1 2020 | $366,000 | – | 14,659 | – | 0.10% | – |
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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% |