ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 87 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,612 | +0.3% | 7,950 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $201,054 | -14.6% | 7,950 | -15.0% | 0.02% | -19.2% |
| Q1 2023 | $235,526 | +0.6% | 9,350 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $234,030 | -6.0% | 9,350 | -6.3% | 0.03% | -15.6% |
| Q3 2022 | $249,000 | -2.4% | 9,975 | -2.0% | 0.03% | +3.2% |
| Q2 2022 | $255,000 | +2.8% | 10,175 | +3.6% | 0.03% | +19.2% |
| Q1 2022 | $248,000 | +6.4% | 9,825 | +8.3% | 0.03% | +13.0% |
| Q4 2021 | $233,000 | -5.7% | 9,075 | -4.2% | 0.02% | -14.8% |
| Q3 2021 | $247,000 | +1.6% | 9,475 | +1.9% | 0.03% | 0.0% |
| Q2 2021 | $243,000 | +0.8% | 9,300 | +0.8% | 0.03% | -3.6% |
| Q1 2021 | $241,000 | -2.4% | 9,225 | -1.9% | 0.03% | -6.7% |
| Q4 2020 | $247,000 | -32.1% | 9,400 | -32.3% | 0.03% | -38.8% |
| Q3 2020 | $364,000 | -9.2% | 13,875 | -9.3% | 0.05% | -14.0% |
| Q2 2020 | $401,000 | -7.2% | 15,300 | -11.4% | 0.06% | -19.7% |
| Q1 2020 | $432,000 | -13.3% | 17,275 | -11.3% | 0.07% | +18.3% |
| Q4 2019 | $498,000 | -1.8% | 19,475 | -1.5% | 0.06% | -9.1% |
| Q3 2019 | $507,000 | -0.6% | 19,780 | -1.5% | 0.07% | 0.0% |
| Q2 2019 | $510,000 | +1.4% | 20,080 | -0.1% | 0.07% | 0.0% |
| Q1 2019 | $503,000 | +12.0% | 20,105 | +8.1% | 0.07% | 0.0% |
| Q4 2018 | $449,000 | +34.4% | 18,590 | +35.5% | 0.07% | +46.7% |
| Q3 2018 | $334,000 | +10.2% | 13,715 | +9.8% | 0.04% | +7.1% |
| Q2 2018 | $303,000 | – | 12,490 | – | 0.04% | – |
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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% |