ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $863,508 | -13.4% | 34,050 | -13.7% | 0.06% | -8.2% |
| Q2 2023 | $997,691 | +8.7% | 39,450 | +8.2% | 0.06% | +1.7% |
| Q1 2023 | $918,176 | +18.1% | 36,450 | +17.4% | 0.06% | +11.1% |
| Q4 2022 | $777,182 | +25.4% | 31,050 | +24.9% | 0.05% | +17.4% |
| Q3 2022 | $620,000 | +23.3% | 24,850 | +23.9% | 0.05% | +35.3% |
| Q2 2022 | $503,000 | +25.4% | 20,050 | +26.1% | 0.03% | +47.8% |
| Q1 2022 | $401,000 | +1.8% | 15,900 | +3.6% | 0.02% | +15.0% |
| Q4 2021 | $394,000 | +11.6% | 15,350 | +13.1% | 0.02% | 0.0% |
| Q3 2021 | $353,000 | +13.1% | 13,575 | +13.4% | 0.02% | +11.1% |
| Q2 2021 | $312,000 | +12.6% | 11,975 | +12.7% | 0.02% | +5.9% |
| Q1 2021 | $277,000 | +17.9% | 10,625 | +18.7% | 0.02% | +13.3% |
| Q4 2020 | $235,000 | – | 8,950 | – | 0.02% | – |
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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% |