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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $363,071 | -1.5% | 14,362 | 0.0% | 0.09% | -5.3% |
| Q4 2021 | $368,673 | -1.3% | 14,362 | 0.0% | 0.10% | -11.2% |
| Q3 2021 | $373,412 | -0.3% | 14,362 | 0.0% | 0.11% | -1.8% |
| Q2 2021 | $374,489 | -0.2% | 14,362 | 0.0% | 0.11% | -10.7% |
| Q1 2021 | $375,423 | -0.5% | 14,362 | 0.0% | 0.12% | -8.3% |
| Q4 2020 | $377,290 | +5.8% | 14,362 | +5.6% | 0.13% | -8.3% |
| Q3 2020 | $356,728 | – | 13,600 | – | 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% |