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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,762,009 | -9.7% | 108,912 | -9.9% | 0.58% | -4.6% |
| Q2 2023 | $3,057,030 | -0.9% | 120,879 | -1.3% | 0.61% | -6.1% |
| Q1 2023 | $3,083,508 | +0.8% | 122,410 | +0.1% | 0.65% | -5.8% |
| Q4 2022 | $3,059,417 | +5.3% | 122,230 | +4.9% | 0.69% | -4.4% |
| Q3 2022 | $2,906,000 | +2.2% | 116,480 | +2.7% | 0.72% | +5.4% |
| Q2 2022 | $2,844,000 | +26.6% | 113,370 | +27.6% | 0.69% | +45.6% |
| Q1 2022 | $2,246,000 | +15.7% | 88,840 | +17.4% | 0.47% | +18.6% |
| Q4 2021 | $1,942,000 | +3.8% | 75,650 | +5.1% | 0.40% | -3.6% |
| Q3 2021 | $1,871,000 | -0.3% | 71,950 | 0.0% | 0.41% | +2.0% |
| Q2 2021 | $1,876,000 | -0.8% | 71,950 | -0.6% | 0.40% | -11.6% |
| Q1 2021 | $1,891,000 | -1.9% | 72,350 | -1.4% | 0.46% | -8.6% |
| Q4 2020 | $1,927,000 | +3.1% | 73,350 | +2.9% | 0.50% | -10.2% |
| Q3 2020 | $1,869,000 | -0.2% | 71,250 | -0.1% | 0.56% | -9.3% |
| Q2 2020 | $1,872,000 | +2.9% | 71,350 | -1.9% | 0.62% | -10.0% |
| Q1 2020 | $1,819,000 | +6.0% | 72,750 | +8.3% | 0.68% | +26.5% |
| Q4 2019 | $1,716,000 | +15.6% | 67,150 | +15.8% | 0.54% | +6.5% |
| Q3 2019 | $1,485,000 | +2.6% | 58,000 | +1.8% | 0.51% | -0.6% |
| Q2 2019 | $1,448,000 | +8.0% | 57,000 | +6.3% | 0.51% | +3.7% |
| Q1 2019 | $1,341,000 | +13.4% | 53,600 | +9.6% | 0.49% | +3.4% |
| Q4 2018 | $1,183,000 | – | 48,900 | – | 0.48% | – |
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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% |