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 | $1,040,090 | -1.3% | 41,013 | -1.6% | 0.14% | +5.3% |
| Q2 2023 | $1,054,062 | -1.2% | 41,679 | -1.6% | 0.13% | -10.2% |
| Q1 2023 | $1,066,671 | +0.6% | 42,345 | 0.0% | 0.15% | -10.9% |
| Q4 2022 | $1,059,895 | -2.7% | 42,345 | -3.0% | 0.16% | -1.2% |
| Q3 2022 | $1,089,000 | -0.5% | 43,642 | -0.0% | 0.17% | +2.5% |
| Q2 2022 | $1,095,000 | -2.5% | 43,644 | -1.7% | 0.16% | +27.3% |
| Q1 2022 | $1,123,000 | -1.5% | 44,415 | 0.0% | 0.13% | +0.8% |
| Q4 2021 | $1,140,000 | +0.4% | 44,415 | +1.8% | 0.13% | -5.9% |
| Q3 2021 | $1,135,000 | -0.3% | 43,644 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $1,138,000 | -2.5% | 43,644 | -2.2% | 0.14% | -11.7% |
| Q1 2021 | $1,167,000 | +2.5% | 44,644 | +3.0% | 0.15% | -3.8% |
| Q4 2020 | $1,139,000 | +34.3% | 43,347 | +34.1% | 0.16% | +19.4% |
| Q3 2020 | $848,000 | 0.0% | 32,325 | 0.0% | 0.13% | -13.0% |
| Q2 2020 | $848,000 | +91.0% | 32,325 | +81.9% | 0.15% | +83.3% |
| Q1 2020 | $444,000 | – | 17,775 | – | 0.08% | – |
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% |