ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 131 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $992 | -1.3% | 39,118 | -1.6% | 0.23% | +6.9% |
| Q2 2023 | $1,005 | -1.9% | 39,753 | -2.2% | 0.22% | -4.0% |
| Q1 2023 | $1,024 | -9.7% | 40,643 | -10.3% | 0.23% | -8.5% |
| Q4 2022 | $1,134 | -99.9% | 45,313 | +24.3% | 0.25% | +8.8% |
| Q3 2022 | $910,000 | -68.5% | 36,465 | -68.3% | 0.23% | -65.1% |
| Q2 2022 | $2,886,000 | -3.0% | 115,045 | -2.3% | 0.65% | +12.6% |
| Q1 2022 | $2,976,000 | -1.1% | 117,715 | +0.5% | 0.58% | +8.6% |
| Q4 2021 | $3,008,000 | +19.3% | 117,170 | +20.8% | 0.53% | +8.5% |
| Q3 2021 | $2,522,000 | -1.1% | 96,990 | -0.8% | 0.49% | +0.8% |
| Q2 2021 | $2,550,000 | -47.9% | 97,800 | -47.6% | 0.49% | -47.6% |
| Q1 2021 | $4,890,000 | +102.2% | 186,635 | +102.7% | 0.93% | +105.7% |
| Q4 2020 | $2,418,000 | +12.6% | 92,065 | +12.4% | 0.45% | +1.6% |
| Q3 2020 | $2,147,000 | -89.9% | 81,885 | +0.6% | 0.45% | -88.1% |
| Q2 2020 | $21,352,000 | +1020.3% | 81,405 | +6.8% | 3.75% | +641.8% |
| Q1 2020 | $1,906,000 | +2.8% | 76,250 | +5.1% | 0.50% | +46.0% |
| Q4 2019 | $1,854,000 | +203.4% | 72,560 | +203.7% | 0.35% | +168.2% |
| Q3 2019 | $611,000 | +105.7% | 23,895 | +104.4% | 0.13% | +104.8% |
| Q2 2019 | $297,000 | +62.3% | 11,690 | +59.7% | 0.06% | +85.3% |
| Q1 2019 | $183,000 | +6.4% | 7,320 | +2.8% | 0.03% | -2.9% |
| Q4 2018 | $172,000 | – | 7,120 | – | 0.04% | – |
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% |