ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,480 | +0.3% | 18,000 | 0.0% | 0.04% | +5.3% |
| Q2 2023 | $455,220 | -17.9% | 18,000 | -18.2% | 0.04% | -24.0% |
| Q1 2023 | $554,180 | -23.7% | 22,000 | -24.1% | 0.05% | -29.6% |
| Q4 2022 | $725,870 | -11.8% | 29,000 | -12.1% | 0.07% | -17.4% |
| Q3 2022 | $823,000 | -15.0% | 33,000 | -14.5% | 0.09% | -12.2% |
| Q2 2022 | $968,000 | +177.4% | 38,600 | +179.7% | 0.10% | +216.1% |
| Q1 2022 | $349,000 | – | 13,800 | – | 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% |