ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $208,000 | -1.4% | 8,103 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $211,000 | 0.0% | 8,103 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $211,000 | -0.5% | 8,103 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $212,000 | -0.5% | 8,103 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $213,000 | 0.0% | 8,103 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $213,000 | -16.8% | 8,103 | -16.9% | 0.01% | -25.0% |
| Q2 2020 | $256,000 | +4.9% | 9,748 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $244,000 | -32.2% | 9,748 | -30.8% | 0.01% | -17.6% |
| Q4 2019 | $360,000 | +39.5% | 14,096 | +39.7% | 0.02% | +30.8% |
| Q3 2019 | $258,000 | +0.8% | 10,090 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $256,000 | – | 10,090 | – | 0.01% | – |
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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% |