ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 36 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $537,000 | +5.7% | 20,970 | +4.9% | 0.03% | +3.7% |
| Q2 2019 | $508,000 | +7.2% | 19,985 | +5.4% | 0.03% | +12.5% |
| Q1 2019 | $474,000 | +33.9% | 18,956 | +29.5% | 0.02% | +20.0% |
| Q4 2018 | $354,000 | -7.6% | 14,636 | -7.1% | 0.02% | +17.6% |
| Q3 2018 | $383,000 | +4.4% | 15,758 | +4.4% | 0.02% | +88.9% |
| Q2 2018 | $367,000 | +2.8% | 15,101 | +3.5% | 0.01% | 0.0% |
| Q1 2018 | $357,000 | -0.3% | 14,589 | +2.2% | 0.01% | +12.5% |
| Q4 2017 | $358,000 | -1.6% | 14,273 | -0.6% | 0.01% | 0.0% |
| Q3 2017 | $364,000 | -4.2% | 14,363 | -4.8% | 0.01% | -11.1% |
| Q2 2017 | $380,000 | +10.1% | 15,091 | +9.0% | 0.01% | +12.5% |
| Q1 2017 | $345,000 | +15.4% | 13,847 | +14.3% | 0.01% | +14.3% |
| Q4 2016 | $299,000 | -31.3% | 12,110 | -28.4% | 0.01% | -36.4% |
| Q3 2016 | $435,000 | -37.9% | 16,918 | -37.9% | 0.01% | -35.3% |
| Q2 2016 | $700,000 | – | 27,243 | – | 0.02% | – |
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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% |