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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $266,194 | +0.5% | 10,635 | +0.0% | 0.11% | -3.5% |
| Q3 2022 | $265,000 | -0.4% | 10,631 | +0.0% | 0.12% | +10.6% |
| Q2 2022 | $266,000 | -3.6% | 10,629 | -2.7% | 0.10% | +22.4% |
| Q1 2022 | $276,000 | +1.5% | 10,926 | +2.8% | 0.08% | +1.2% |
| Q4 2021 | $272,000 | -1.4% | 10,625 | +0.0% | 0.08% | -11.6% |
| Q3 2021 | $276,000 | -22.9% | 10,621 | -22.6% | 0.10% | -26.9% |
| Q1 2021 | $358,000 | -0.6% | 13,716 | +0.0% | 0.13% | -11.0% |
| Q4 2020 | $360,000 | +3.4% | 13,715 | +3.1% | 0.15% | -5.8% |
| Q3 2020 | $348,000 | +44.4% | 13,301 | +44.5% | 0.16% | +30.3% |
| Q2 2020 | $241,000 | – | 9,208 | – | 0.12% | – |
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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% |