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 | $523,304 | -5.3% | 20,635 | -5.6% | 0.41% | -2.4% |
| Q2 2023 | $552,713 | -15.1% | 21,855 | -15.5% | 0.42% | -19.7% |
| Q1 2023 | $651,262 | +0.6% | 25,854 | 0.0% | 0.52% | -3.2% |
| Q4 2022 | $647,126 | -3.6% | 25,854 | -3.9% | 0.54% | -17.5% |
| Q3 2022 | $671,000 | -17.9% | 26,894 | -17.4% | 0.65% | -11.9% |
| Q2 2022 | $817,000 | -0.7% | 32,564 | 0.0% | 0.74% | +7.4% |
| Q1 2022 | $823,000 | -14.7% | 32,564 | -13.3% | 0.69% | -10.8% |
| Q4 2021 | $965,000 | -6.4% | 37,574 | -5.2% | 0.77% | -11.6% |
| Q3 2021 | $1,031,000 | -0.3% | 39,644 | 0.0% | 0.87% | -0.1% |
| Q2 2021 | $1,034,000 | -0.2% | 39,644 | 0.0% | 0.87% | -6.1% |
| Q1 2021 | $1,036,000 | -2.1% | 39,644 | -1.5% | 0.93% | +2.8% |
| Q4 2020 | $1,058,000 | – | 40,259 | – | 0.90% | – |
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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% |