ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 169 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,089,632 | -2.8% | 871,042 | -3.1% | 1.67% | -0.1% |
| Q2 2023 | $22,725,811 | -3.3% | 898,609 | -3.6% | 1.67% | -8.4% |
| Q1 2023 | $23,490,300 | -7.0% | 932,525 | -7.6% | 1.82% | -12.2% |
| Q4 2022 | $25,264,090 | -4.9% | 1,009,352 | -5.2% | 2.08% | -8.3% |
| Q3 2022 | $26,572,000 | +0.5% | 1,064,998 | +1.0% | 2.26% | +5.2% |
| Q2 2022 | $26,449,000 | +0.6% | 1,054,167 | +1.4% | 2.15% | +14.3% |
| Q1 2022 | $26,280,000 | +6.6% | 1,039,539 | +8.3% | 1.88% | +9.4% |
| Q4 2021 | $24,650,000 | +3.8% | 960,268 | +5.2% | 1.72% | -2.0% |
| Q3 2021 | $23,739,000 | +7.0% | 913,034 | +7.4% | 1.76% | +5.8% |
| Q2 2021 | $22,177,000 | +9.7% | 850,508 | +10.0% | 1.66% | +1.4% |
| Q1 2021 | $20,215,000 | +8.3% | 773,330 | +8.9% | 1.64% | +2.1% |
| Q4 2020 | $18,659,000 | +165.2% | 710,294 | +164.8% | 1.61% | +17.2% |
| Q3 2020 | $7,035,000 | -50.0% | 268,205 | -50.0% | 1.37% | -8.3% |
| Q2 2020 | $14,072,000 | +15.2% | 536,473 | +9.8% | 1.49% | -4.0% |
| Q1 2020 | $12,218,000 | +1.5% | 488,731 | +3.8% | 1.56% | +23.4% |
| Q4 2019 | $12,040,000 | +10.0% | 471,033 | +10.1% | 1.26% | +1.4% |
| Q3 2019 | $10,949,000 | +12.9% | 427,696 | +12.1% | 1.24% | +9.3% |
| Q2 2019 | $9,696,000 | +12.1% | 381,576 | +10.3% | 1.14% | +7.5% |
| Q1 2019 | $8,652,000 | +44.9% | 345,940 | +40.1% | 1.06% | +27.6% |
| Q4 2018 | $5,973,000 | +2508.3% | 246,936 | +2522.8% | 0.83% | +2867.9% |
| Q3 2018 | $229,000 | – | 9,415 | – | 0.03% | – |
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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% |