ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,544,559 | +74.3% | 179,202 | +73.8% | 0.00% | 0.0% |
| Q2 2023 | $2,607,630 | +7.4% | 103,109 | +7.0% | 0.00% | 0.0% |
| Q1 2023 | $2,427,590 | +3.3% | 96,371 | +2.7% | 0.00% | 0.0% |
| Q4 2022 | $2,349,583 | +3.5% | 93,871 | +3.2% | 0.00% | 0.0% |
| Q3 2022 | $2,271,000 | -0.3% | 91,003 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $2,277,000 | +2.3% | 90,765 | +3.1% | 0.00% | – |
| Q1 2022 | $2,226,000 | +10.4% | 88,047 | +12.1% | 0.00% | – |
| Q4 2021 | $2,017,000 | +4.8% | 78,560 | +6.1% | 0.00% | – |
| Q3 2021 | $1,924,000 | +6.6% | 74,009 | +6.9% | 0.00% | – |
| Q2 2021 | $1,805,000 | +4.3% | 69,223 | +4.5% | 0.00% | – |
| Q1 2021 | $1,731,000 | +33.3% | 66,237 | +34.0% | 0.00% | – |
| Q4 2020 | $1,299,000 | +3.5% | 49,447 | +3.3% | 0.00% | – |
| Q3 2020 | $1,255,000 | +14.0% | 47,848 | +13.9% | 0.00% | – |
| Q2 2020 | $1,101,000 | +15.7% | 42,002 | +10.3% | 0.00% | – |
| Q1 2020 | $952,000 | -59.7% | 38,063 | -58.8% | 0.00% | -100.0% |
| Q4 2019 | $2,362,000 | +13.7% | 92,413 | +13.9% | 0.00% | 0.0% |
| Q3 2019 | $2,078,000 | +35.6% | 81,168 | +34.6% | 0.00% | – |
| Q2 2019 | $1,532,000 | +43.4% | 60,283 | +41.0% | 0.00% | – |
| Q1 2019 | $1,068,000 | +40.2% | 42,744 | +35.7% | 0.00% | – |
| Q4 2018 | $762,000 | +50.9% | 31,508 | +51.6% | 0.00% | – |
| Q3 2018 | $505,000 | +23.2% | 20,784 | +23.1% | 0.00% | – |
| Q2 2018 | $410,000 | +39.0% | 16,888 | +39.9% | 0.00% | – |
| Q1 2018 | $295,000 | -54.5% | 12,071 | -53.3% | 0.00% | – |
| Q4 2017 | $649,000 | -35.5% | 25,872 | -33.9% | 0.00% | – |
| Q3 2016 | $1,006,000 | – | 39,148 | – | 0.00% | – |
Download | ||||||
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% |