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 | $9,985 | -23.3% | 393,714 | -23.5% | 0.70% | -21.0% |
| Q2 2023 | $13,019 | -5.3% | 514,804 | -5.7% | 0.88% | -9.9% |
| Q1 2023 | $13,750 | +3.3% | 545,853 | +2.7% | 0.98% | -1.8% |
| Q4 2022 | $13,305 | -99.9% | 531,579 | -3.1% | 1.00% | -7.9% |
| Q3 2022 | $13,687,000 | +13.3% | 548,563 | +13.9% | 1.08% | +17.3% |
| Q2 2022 | $12,085,000 | +9.1% | 481,661 | +9.9% | 0.92% | +21.6% |
| Q1 2022 | $11,080,000 | +5.1% | 438,297 | +6.7% | 0.76% | +8.6% |
| Q4 2021 | $10,546,000 | +18.3% | 410,817 | +19.8% | 0.70% | +5.6% |
| Q3 2021 | $8,914,000 | +13.1% | 342,828 | +13.7% | 0.66% | +3.4% |
| Q2 2021 | $7,882,000 | 0.0% | 301,538 | 0.0% | 0.64% | 0.0% |
| Q1 2021 | $7,882,000 | +6.0% | 301,538 | +6.5% | 0.64% | -0.2% |
| Q4 2020 | $7,438,000 | +17.1% | 283,138 | +16.9% | 0.64% | +16.5% |
| Q3 2020 | $6,351,000 | +6.8% | 242,133 | +6.8% | 0.55% | -4.7% |
| Q2 2020 | $5,945,000 | +46.4% | 226,658 | +39.6% | 0.58% | +23.2% |
| Q1 2020 | $4,060,000 | +7.3% | 162,400 | +9.7% | 0.47% | +32.8% |
| Q4 2019 | $3,785,000 | +75.6% | 148,065 | +75.9% | 0.35% | +60.2% |
| Q3 2019 | $2,155,000 | +30.0% | 84,175 | +29.0% | 0.22% | +26.3% |
| Q2 2019 | $1,658,000 | +86.9% | 65,250 | +83.9% | 0.18% | +76.8% |
| Q1 2019 | $887,000 | +127.4% | 35,480 | +120.0% | 0.10% | +102.0% |
| Q4 2018 | $390,000 | -0.5% | 16,130 | 0.0% | 0.05% | +16.7% |
| Q3 2018 | $392,000 | 0.0% | 16,130 | 0.0% | 0.04% | -6.7% |
| Q2 2018 | $392,000 | – | 16,130 | – | 0.04% | – |
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% |