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 2022 | $429,936 | +0.5% | 17,177 | +0.1% | 0.17% | -5.9% |
| Q3 2022 | $428,000 | -0.5% | 17,159 | +0.1% | 0.18% | +5.1% |
| Q2 2022 | $430,000 | -0.7% | 17,148 | +0.1% | 0.18% | +15.8% |
| Q1 2022 | $433,000 | -1.6% | 17,139 | +0.0% | 0.15% | 0.0% |
| Q4 2021 | $440,000 | -1.1% | 17,133 | +0.1% | 0.15% | -9.0% |
| Q3 2021 | $445,000 | -0.2% | 17,114 | +0.1% | 0.17% | -4.0% |
| Q2 2021 | $446,000 | -0.2% | 17,104 | +0.1% | 0.17% | -9.4% |
| Q1 2021 | $447,000 | -0.4% | 17,093 | +0.0% | 0.19% | -11.5% |
| Q4 2020 | $449,000 | +3.9% | 17,085 | +3.6% | 0.22% | -10.7% |
| Q3 2020 | $432,000 | 0.0% | 16,487 | +0.1% | 0.24% | -8.3% |
| Q2 2020 | $432,000 | +5.1% | 16,473 | +0.1% | 0.26% | -15.9% |
| Q1 2020 | $411,000 | -2.1% | 16,457 | +0.1% | 0.32% | +20.7% |
| Q4 2019 | $420,000 | -0.2% | 16,446 | +0.1% | 0.26% | -13.3% |
| Q3 2019 | $421,000 | +1.0% | 16,430 | +0.1% | 0.30% | +2.0% |
| Q2 2019 | $417,000 | – | 16,418 | – | 0.30% | – |
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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% |