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 | $2,024,117 | -55.6% | 79,815 | -55.7% | 0.00% | -50.0% |
| Q2 2023 | $4,558,903 | -7.9% | 180,265 | -8.2% | 0.01% | -14.3% |
| Q1 2023 | $4,948,021 | +1.0% | 196,428 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $4,898,553 | -20.7% | 195,707 | -20.9% | 0.01% | -30.0% |
| Q3 2022 | $6,175,000 | -0.9% | 247,487 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $6,229,000 | -4.2% | 248,263 | -3.5% | 0.01% | +11.1% |
| Q1 2022 | $6,505,000 | +1.1% | 257,335 | +2.7% | 0.01% | 0.0% |
| Q4 2021 | $6,433,000 | -2.4% | 250,607 | -1.2% | 0.01% | -10.0% |
| Q3 2021 | $6,593,000 | -0.4% | 253,590 | -0.1% | 0.01% | 0.0% |
| Q2 2021 | $6,619,000 | -37.1% | 253,835 | -37.0% | 0.01% | -41.2% |
| Q1 2021 | $10,525,000 | +10.6% | 402,604 | +11.2% | 0.02% | 0.0% |
| Q4 2020 | $9,512,000 | +45.7% | 362,080 | +45.5% | 0.02% | +30.8% |
| Q3 2020 | $6,528,000 | +2.3% | 248,864 | +2.3% | 0.01% | -13.3% |
| Q2 2020 | $6,380,000 | +12.4% | 243,275 | +4.9% | 0.02% | -6.2% |
| Q1 2020 | $5,674,000 | -29.0% | 231,818 | -26.3% | 0.02% | -5.9% |
| Q4 2019 | $7,990,000 | +0.2% | 314,508 | +0.3% | 0.02% | -15.0% |
| Q3 2019 | $7,973,000 | +3.3% | 313,604 | +2.4% | 0.02% | 0.0% |
| Q2 2019 | $7,719,000 | -44.3% | 306,138 | -44.8% | 0.02% | -48.7% |
| Q1 2019 | $13,851,000 | -25.9% | 554,412 | -27.9% | 0.04% | -35.0% |
| Q4 2018 | $18,682,000 | -4.5% | 768,908 | -3.9% | 0.06% | +7.1% |
| Q3 2018 | $19,560,000 | +15.0% | 800,139 | +15.1% | 0.06% | +7.7% |
| Q2 2018 | $17,002,000 | +2.9% | 695,273 | +3.6% | 0.05% | 0.0% |
| Q1 2018 | $16,528,000 | – | 671,368 | – | 0.05% | – |
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% |