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 | $11,634 | -0.6% | 458,772 | -0.9% | 0.02% | 0.0% |
| Q2 2023 | $11,708 | +6.7% | 462,933 | +6.3% | 0.02% | +4.3% |
| Q1 2023 | $10,971 | -20.3% | 435,547 | -20.9% | 0.02% | -30.3% |
| Q4 2022 | $13,773 | -99.8% | 550,287 | +52.6% | 0.03% | +43.5% |
| Q3 2022 | $8,998,000 | +53.5% | 360,652 | +54.4% | 0.02% | +53.3% |
| Q2 2022 | $5,860,000 | +32.3% | 233,589 | +33.2% | 0.02% | +50.0% |
| Q1 2022 | $4,431,000 | -7.1% | 175,308 | -5.7% | 0.01% | -9.1% |
| Q4 2021 | $4,770,000 | +2.8% | 185,823 | +4.1% | 0.01% | -8.3% |
| Q3 2021 | $4,639,000 | +0.7% | 178,445 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $4,607,000 | +3.9% | 176,693 | +4.1% | 0.01% | -7.7% |
| Q1 2021 | $4,434,000 | +23.3% | 169,660 | +23.9% | 0.01% | +18.2% |
| Q4 2020 | $3,595,000 | +19.6% | 136,880 | +19.4% | 0.01% | +10.0% |
| Q3 2020 | $3,006,000 | +26.0% | 114,615 | +26.0% | 0.01% | +11.1% |
| Q2 2020 | $2,385,000 | +10.9% | 90,962 | +5.8% | 0.01% | -10.0% |
| Q1 2020 | $2,150,000 | +45.5% | 86,005 | +48.7% | 0.01% | +66.7% |
| Q4 2019 | $1,478,000 | +16.2% | 57,841 | +16.4% | 0.01% | +20.0% |
| Q3 2019 | $1,272,000 | +48.9% | 49,695 | +47.7% | 0.01% | +25.0% |
| Q2 2019 | $854,000 | +40.2% | 33,641 | +38.0% | 0.00% | +33.3% |
| Q1 2019 | $609,000 | +10.5% | 24,386 | +7.0% | 0.00% | 0.0% |
| Q4 2018 | $551,000 | +19.5% | 22,794 | +20.2% | 0.00% | +50.0% |
| Q3 2018 | $461,000 | +31.0% | 18,971 | +31.0% | 0.00% | 0.0% |
| Q2 2018 | $352,000 | +30.9% | 14,482 | +31.7% | 0.00% | +100.0% |
| Q1 2018 | $269,000 | -9.4% | 10,997 | -7.1% | 0.00% | -50.0% |
| Q4 2017 | $297,000 | – | 11,843 | – | 0.00% | – |
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% |