ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 16 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,603,000 | -19.5% | 733,531 | -19.7% | 0.01% | -16.7% |
| Q2 2023 | $23,112,000 | -2.0% | 913,848 | -2.4% | 0.01% | -14.3% |
| Q1 2023 | $23,576,000 | +8.6% | 935,925 | +7.9% | 0.01% | +16.7% |
| Q4 2022 | $21,715,000 | -17.5% | 867,557 | -17.8% | 0.01% | -25.0% |
| Q3 2022 | $26,332,000 | -1.7% | 1,055,431 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $26,782,000 | +22.1% | 1,067,443 | +23.0% | 0.01% | +60.0% |
| Q1 2022 | $21,934,000 | -1.2% | 867,613 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $22,204,000 | -0.9% | 864,980 | +0.3% | 0.01% | -16.7% |
| Q3 2021 | $22,414,000 | +4.9% | 862,054 | +5.2% | 0.01% | 0.0% |
| Q2 2021 | $21,371,000 | +12.9% | 819,571 | +13.1% | 0.01% | +20.0% |
| Q1 2021 | $18,935,000 | +12.5% | 724,354 | +13.0% | 0.01% | 0.0% |
| Q4 2020 | $16,835,000 | +7.9% | 640,839 | +7.7% | 0.01% | -16.7% |
| Q3 2020 | $15,603,000 | +9.9% | 594,847 | +9.9% | 0.01% | 0.0% |
| Q2 2020 | $14,202,000 | +24.6% | 541,428 | +18.7% | 0.01% | +20.0% |
| Q1 2020 | $11,400,000 | +42.2% | 455,948 | +45.4% | 0.01% | +66.7% |
| Q4 2019 | $8,016,000 | +37.2% | 313,606 | +37.4% | 0.00% | +50.0% |
| Q3 2019 | $5,843,000 | +35.9% | 228,255 | +34.9% | 0.00% | 0.0% |
| Q2 2019 | $4,301,000 | +24.8% | 169,250 | +22.8% | 0.00% | +100.0% |
| Q1 2019 | $3,446,000 | +27.0% | 137,797 | +22.9% | 0.00% | 0.0% |
| Q4 2018 | $2,713,000 | -16.3% | 112,144 | -16.0% | 0.00% | 0.0% |
| Q3 2018 | $3,243,000 | +15.6% | 133,472 | +15.5% | 0.00% | 0.0% |
| Q2 2018 | $2,805,000 | +41.5% | 115,520 | +42.8% | 0.00% | 0.0% |
| Q1 2018 | $1,982,000 | +29.4% | 80,919 | +32.4% | 0.00% | 0.0% |
| Q4 2017 | $1,532,000 | +3.4% | 61,115 | +4.7% | 0.00% | 0.0% |
| Q3 2017 | $1,481,000 | +3.9% | 58,358 | +3.2% | 0.00% | 0.0% |
| Q2 2017 | $1,425,000 | +16.6% | 56,545 | +15.3% | 0.00% | 0.0% |
| Q1 2017 | $1,222,000 | +668.6% | 49,030 | +662.4% | 0.00% | – |
| Q4 2016 | $159,000 | +5200.0% | 6,431 | +6331.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2016 | $3,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 518,671 | $13,605,000 | 6.90% |
| TLWM | 372,373 | $9,767,000 | 4.62% |
| RVW Wealth, LLC | 865,627 | $22,705,000 | 3.83% |
| PFG Private Wealth Management, LLC | 162,349 | $4,258,000 | 3.71% |
| Aptus Capital Advisors, LLC | 2,526,766 | $66,129,000 | 3.51% |
| MV CAPITAL MANAGEMENT, INC. | 616,728 | $16,177,000 | 3.36% |
| Day & Ennis, LLC | 244,561 | $6,415,000 | 2.79% |
| Cribstone Capital Management, LLC | 124,926 | $3,277,000 | 2.68% |
| Camelot Portfolios, LLC | 147,186 | $3,861,000 | 2.41% |
| Sound View Wealth Advisors Group, LLC | 343,846 | $9,019,000 | 2.38% |