ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $755,033 | +0.4% | 29,855 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $752,047 | -3.2% | 29,855 | -3.9% | 0.01% | -12.5% |
| Q4 2022 | $777,307 | +4.3% | 31,055 | +4.0% | 0.02% | 0.0% |
| Q3 2022 | $745,000 | -0.5% | 29,855 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $749,000 | -0.8% | 29,855 | 0.0% | 0.02% | +25.0% |
| Q1 2022 | $755,000 | -1.4% | 29,855 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $766,000 | -1.3% | 29,855 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $776,000 | -0.3% | 29,855 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $778,000 | -0.3% | 29,855 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $780,000 | +177.6% | 29,855 | +179.5% | 0.01% | +160.0% |
| Q4 2020 | $281,000 | +0.4% | 10,680 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $280,000 | – | 10,680 | – | 0.01% | – |
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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% |