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 | $5,910,812 | -23.7% | 233,076 | -23.9% | 4.39% | -3.8% |
| Q2 2023 | $7,741,842 | +4.4% | 306,123 | +4.0% | 4.57% | -3.1% |
| Q1 2023 | $7,414,586 | +97627.5% | 294,346 | -2.9% | 4.71% | +0.1% |
| Q4 2022 | $7,587 | -99.9% | 303,114 | +4.2% | 4.71% | -1.2% |
| Q3 2022 | $7,258,000 | +26.4% | 290,896 | +27.2% | 4.77% | +48.0% |
| Q2 2022 | $5,740,000 | +3.3% | 228,768 | +4.0% | 3.22% | +12.8% |
| Q1 2022 | $5,558,000 | +2.8% | 219,864 | +4.4% | 2.85% | +2.2% |
| Q4 2021 | $5,406,000 | -28.5% | 210,577 | -27.6% | 2.79% | -36.9% |
| Q3 2021 | $7,558,000 | +6.3% | 290,688 | +6.6% | 4.42% | -4.1% |
| Q2 2021 | $7,109,000 | +4.6% | 272,651 | +4.8% | 4.61% | -1.5% |
| Q1 2021 | $6,798,000 | +47.1% | 260,079 | +47.8% | 4.68% | +32.0% |
| Q4 2020 | $4,622,000 | +8.5% | 175,959 | +8.4% | 3.54% | -4.6% |
| Q3 2020 | $4,258,000 | +10.2% | 162,349 | +10.2% | 3.71% | +2.0% |
| Q2 2020 | $3,864,000 | +7.8% | 147,306 | +2.7% | 3.64% | -5.8% |
| Q1 2020 | $3,585,000 | +1.1% | 143,388 | +3.3% | 3.86% | +21.8% |
| Q4 2019 | $3,547,000 | – | 138,754 | – | 3.17% | – |
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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% |