ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $478,000 | -1.2% | 18,630 | 0.0% | 0.14% | -10.2% |
| Q3 2021 | $484,000 | -0.4% | 18,630 | 0.0% | 0.16% | 0.0% |
| Q2 2021 | $486,000 | -0.2% | 18,630 | 0.0% | 0.16% | -4.8% |
| Q1 2021 | $487,000 | -0.4% | 18,630 | 0.0% | 0.16% | -5.7% |
| Q4 2020 | $489,000 | 0.0% | 18,630 | 0.0% | 0.18% | -11.6% |
| Q3 2020 | $489,000 | 0.0% | 18,630 | 0.0% | 0.20% | -7.5% |
| Q2 2020 | $489,000 | +59.3% | 18,630 | +51.6% | 0.21% | +40.8% |
| Q1 2020 | $307,000 | -2.2% | 12,290 | 0.0% | 0.15% | +27.7% |
| Q4 2019 | $314,000 | – | 12,290 | – | 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% |