ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $239,000 | -7.4% | 9,530 | -6.6% | 0.03% | +11.1% |
| Q1 2022 | $258,000 | -19.6% | 10,200 | -18.5% | 0.03% | -15.6% |
| Q4 2021 | $321,000 | -3.9% | 12,520 | -2.5% | 0.03% | -8.6% |
| Q3 2021 | $334,000 | -1.5% | 12,845 | -1.3% | 0.04% | -7.9% |
| Q2 2021 | $339,000 | -10.3% | 13,015 | -10.1% | 0.04% | -20.8% |
| Q1 2021 | $378,000 | -2.1% | 14,475 | -1.5% | 0.05% | -9.4% |
| Q4 2020 | $386,000 | -13.1% | 14,698 | -13.1% | 0.05% | +152.4% |
| Q3 2020 | $444,000 | -2.8% | 16,923 | -3.0% | 0.02% | -80.4% |
| Q2 2020 | $457,000 | +5.3% | 17,438 | +0.5% | 0.11% | -21.9% |
| Q1 2020 | $434,000 | -14.2% | 17,348 | -12.4% | 0.14% | +23.4% |
| Q4 2019 | $506,000 | +3.3% | 19,803 | +3.3% | 0.11% | -7.5% |
| Q3 2019 | $490,000 | -28.0% | 19,170 | -28.5% | 0.12% | -28.1% |
| Q2 2019 | $681,000 | -0.9% | 26,820 | -2.3% | 0.17% | +1.2% |
| Q1 2019 | $687,000 | +8.7% | 27,460 | +5.1% | 0.16% | -18.7% |
| Q4 2018 | $632,000 | – | 26,120 | – | 0.20% | – |
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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% |