ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,594 | -0.4% | 141,700 | -0.7% | 1.66% | +3.8% |
| Q2 2023 | $3,609 | +0.4% | 142,700 | 0.0% | 1.60% | -2.7% |
| Q1 2023 | $3,595 | -2.1% | 142,700 | -2.7% | 1.64% | -7.1% |
| Q4 2022 | $3,672 | -99.9% | 146,700 | -8.7% | 1.77% | -15.2% |
| Q3 2022 | $4,009,000 | -0.6% | 160,700 | 0.0% | 2.09% | +6.1% |
| Q2 2022 | $4,032,000 | -2.0% | 160,700 | -1.2% | 1.97% | +14.4% |
| Q1 2022 | $4,113,000 | -1.5% | 162,700 | 0.0% | 1.72% | +2.6% |
| Q4 2021 | $4,177,000 | -2.7% | 162,700 | -1.5% | 1.67% | -4.8% |
| Q3 2021 | $4,295,000 | -3.2% | 165,200 | -2.9% | 1.76% | -4.0% |
| Q2 2021 | $4,438,000 | +11.9% | 170,200 | +12.2% | 1.83% | -1.7% |
| Q1 2021 | $3,965,000 | +13.3% | 151,700 | +13.9% | 1.86% | +7.4% |
| Q4 2020 | $3,499,000 | +23.9% | 133,200 | +23.7% | 1.73% | +9.5% |
| Q3 2020 | $2,825,000 | +23.1% | 107,700 | +23.1% | 1.58% | +9.6% |
| Q2 2020 | $2,295,000 | +12.6% | 87,500 | +7.4% | 1.44% | -13.0% |
| Q1 2020 | $2,038,000 | +34.0% | 81,500 | +37.0% | 1.66% | +79.8% |
| Q4 2019 | $1,521,000 | +26.4% | 59,500 | +26.6% | 0.92% | +20.0% |
| Q3 2019 | $1,203,000 | +26.2% | 47,000 | +25.3% | 0.77% | +20.5% |
| Q2 2019 | $953,000 | +130.8% | 37,500 | +127.3% | 0.64% | +123.1% |
| Q1 2019 | $413,000 | – | 16,500 | – | 0.29% | – |
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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% |