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 | $336,274 | +23.4% | 13,260 | +23.0% | 0.05% | +19.0% |
| Q2 2023 | $272,550 | -41.6% | 10,777 | -41.8% | 0.04% | -45.5% |
| Q1 2023 | $466,834 | -49.6% | 18,533 | -49.9% | 0.08% | -2.5% |
| Q4 2022 | $927,111 | +101.5% | 36,980 | +100.7% | 0.08% | -14.1% |
| Q3 2022 | $460,000 | -0.2% | 18,424 | +0.2% | 0.09% | +8.2% |
| Q2 2022 | $461,000 | -0.6% | 18,384 | +0.2% | 0.08% | +7.6% |
| Q1 2022 | $464,000 | -1.3% | 18,348 | +0.1% | 0.08% | -3.7% |
| Q4 2021 | $470,000 | -1.1% | 18,325 | +0.4% | 0.08% | -4.7% |
| Q3 2021 | $475,000 | -15.2% | 18,254 | -15.0% | 0.09% | -20.4% |
| Q2 2021 | $560,000 | 0.0% | 21,467 | +0.2% | 0.11% | -2.7% |
| Q1 2021 | $560,000 | -5.4% | 21,427 | -4.9% | 0.11% | -12.6% |
| Q4 2020 | $592,000 | +5.0% | 22,524 | +4.7% | 0.13% | -9.3% |
| Q3 2020 | $564,000 | +0.2% | 21,507 | +0.2% | 0.14% | -15.2% |
| Q2 2020 | $563,000 | +5.2% | 21,455 | +0.3% | 0.16% | -14.9% |
| Q1 2020 | $535,000 | +59.7% | 21,396 | +63.3% | 0.19% | +63.0% |
| Q4 2019 | $335,000 | – | 13,099 | – | 0.12% | – |
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% |