INNOVATOR ETFS TR's ticker is BJUL and the CUSIP is 45782C789. A total of 61 filers reported holding INNOVATOR ETFS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,685 | -2.3% | 13,887 | 0.0% | 0.00% | – |
| Q2 2023 | $489,869 | +16.2% | 13,887 | +7.6% | 0.00% | – |
| Q1 2023 | $421,704 | +5.7% | 12,908 | 0.0% | 0.00% | – |
| Q4 2022 | $399,006 | -5.0% | 12,908 | -10.4% | 0.00% | – |
| Q3 2022 | $420,000 | -4.5% | 14,408 | -1.3% | 0.00% | – |
| Q2 2022 | $440,000 | -8.7% | 14,600 | 0.0% | 0.00% | – |
| Q1 2022 | $482,000 | -2.6% | 14,600 | -1.5% | 0.00% | – |
| Q4 2021 | $495,000 | +6.7% | 14,823 | +0.8% | 0.00% | – |
| Q3 2021 | $464,000 | +1.1% | 14,699 | +0.7% | 0.00% | – |
| Q2 2021 | $459,000 | +1.5% | 14,600 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $452,000 | -10.1% | 14,600 | -12.6% | 0.00% | 0.0% |
| Q4 2020 | $503,000 | +5.7% | 16,700 | -0.6% | 0.00% | 0.0% |
| Q3 2020 | $476,000 | -4.4% | 16,808 | -8.9% | 0.00% | 0.0% |
| Q2 2020 | $498,000 | +0.2% | 18,457 | -11.8% | 0.00% | 0.0% |
| Q1 2020 | $497,000 | -19.4% | 20,926 | -6.3% | 0.00% | 0.0% |
| Q4 2019 | $617,000 | – | 22,326 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 202,218 | $6,606,451 | 4.73% |
| Berkshire Money Management, Inc. | 709,382 | $23,175,510 | 3.51% |
| Wealthquest Corp | 360,767 | $11,786,257 | 1.53% |
| Valtinson Bruner Financial Planning LLC | 80,984 | $2,645,747 | 1.51% |
| Bellwether Advisors, LLC | 75,642 | $2,471,224 | 0.68% |
| My Personal CFO, LLC | 21,600 | $705,672 | 0.60% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 51,072 | $1,668,522 | 0.60% |
| DHJJ Financial Advisors, Ltd. | 25,338 | $827,139 | 0.45% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 44,836 | $1,464,792 | 0.44% |
| ACAS, LLC | 8,723 | $284,980 | 0.41% |