ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,406 | -46.0% | 13,975 | -46.2% | 0.08% | -43.6% |
| Q2 2023 | $656,908 | -17.1% | 25,975 | -17.5% | 0.13% | -23.1% |
| Q1 2023 | $792,856 | +0.6% | 31,475 | 0.0% | 0.17% | -6.0% |
| Q4 2022 | $787,819 | -5.1% | 31,475 | -5.4% | 0.18% | -8.5% |
| Q3 2022 | $830,000 | -19.5% | 33,275 | -19.0% | 0.20% | -12.6% |
| Q2 2022 | $1,031,000 | -14.2% | 41,075 | -13.7% | 0.23% | +1.3% |
| Q1 2022 | $1,202,000 | +0.5% | 47,575 | +2.1% | 0.23% | +13.5% |
| Q4 2021 | $1,196,000 | -1.2% | 46,575 | 0.0% | 0.20% | -10.7% |
| Q3 2021 | $1,211,000 | +9.1% | 46,575 | +9.4% | 0.22% | +7.2% |
| Q2 2021 | $1,110,000 | +101.5% | 42,575 | +102.0% | 0.21% | +90.0% |
| Q1 2021 | $551,000 | – | 21,075 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 5,362,890 | $140,186,000 | 5.03% |
| PFG Private Wealth Management, LLC | 260,079 | $6,798,000 | 4.68% |
| Tillar-Wenstrup Advisors, LLC | 350,819 | $9,170,000 | 4.47% |
| TLWM | 362,678 | $9,473,000 | 3.60% |
| RVW Wealth, LLC | 942,672 | $25,000,000 | 3.26% |
| Paradigm, Strategies in Wealth Management, LLC | 109,452 | $2,861,000 | 2.76% |
| MV CAPITAL MANAGEMENT, INC. | 541,182 | $14,147,000 | 2.58% |
| Cribstone Capital Management, LLC | 146,084 | $3,819,000 | 2.51% |
| Day & Ennis, LLC | 245,382 | $6,414,000 | 2.42% |
| Sound View Wealth Advisors Group, LLC | 364,077 | $9,517,000 | 2.22% |