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 | $13,795,688 | -3.7% | 543,994 | -3.9% | 1.72% | -8.6% |
| Q2 2023 | $14,323,246 | -6.1% | 566,360 | -6.5% | 1.88% | -10.3% |
| Q1 2023 | $15,260,078 | +41.3% | 605,799 | +40.4% | 2.09% | -8.3% |
| Q4 2022 | $10,800,062 | -2.0% | 431,485 | -2.3% | 2.28% | -7.6% |
| Q3 2022 | $11,021,000 | -1.1% | 441,720 | -0.5% | 2.47% | +6.0% |
| Q2 2022 | $11,141,000 | +1.2% | 444,022 | +2.0% | 2.33% | +11.4% |
| Q1 2022 | $11,008,000 | +2.2% | 435,454 | +3.8% | 2.09% | +2.9% |
| Q4 2021 | $10,768,000 | +3.2% | 419,475 | +4.5% | 2.04% | -6.6% |
| Q3 2021 | $10,435,000 | +1.3% | 401,356 | +1.6% | 2.18% | +0.6% |
| Q2 2021 | $10,306,000 | +8.3% | 395,227 | +8.6% | 2.17% | -2.3% |
| Q1 2021 | $9,517,000 | +4.6% | 364,077 | +5.2% | 2.22% | -0.3% |
| Q4 2020 | $9,095,000 | +0.8% | 346,209 | +0.7% | 2.22% | -6.4% |
| Q3 2020 | $9,019,000 | +5.5% | 343,846 | +5.5% | 2.38% | -1.4% |
| Q2 2020 | $8,550,000 | +11.5% | 325,965 | +6.2% | 2.41% | -9.1% |
| Q1 2020 | $7,670,000 | -1.8% | 306,816 | +0.4% | 2.65% | +20.2% |
| Q4 2019 | $7,812,000 | +20.5% | 305,619 | +20.7% | 2.20% | +14.1% |
| Q3 2019 | $6,482,000 | +9.7% | 253,203 | +8.9% | 1.93% | +10.6% |
| Q2 2019 | $5,909,000 | – | 232,549 | – | 1.75% | – |
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% |