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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,501,130 | +36.9% | 98,625 | +36.5% | 0.00% | +100.0% |
| Q2 2023 | $1,827,254 | +289.7% | 72,252 | +288.1% | 0.00% | – |
| Q1 2023 | $468,938 | +79.3% | 18,616 | +78.1% | 0.00% | – |
| Q4 2022 | $261,589 | +0.2% | 10,451 | 0.0% | 0.00% | – |
| Q3 2022 | $261,000 | -0.4% | 10,451 | 0.0% | 0.00% | – |
| Q2 2022 | $262,000 | -28.2% | 10,451 | -25.4% | 0.00% | – |
| Q2 2021 | $365,000 | +10.9% | 14,013 | +11.3% | 0.00% | – |
| Q1 2021 | $329,000 | -19.0% | 12,593 | -18.5% | 0.00% | – |
| Q4 2020 | $406,000 | -8.1% | 15,451 | -8.3% | 0.00% | – |
| Q3 2020 | $442,000 | +18.8% | 16,851 | +19.0% | 0.00% | – |
| Q2 2020 | $372,000 | +33.3% | 14,165 | +26.8% | 0.00% | – |
| Q1 2020 | $279,000 | – | 11,171 | – | 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% |