ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 131 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,177,761 | -41.3% | 47,054 | -41.4% | 0.03% | -47.6% |
| Q3 2022 | $2,005,000 | +332.1% | 80,344 | +334.1% | 0.06% | +384.6% |
| Q2 2022 | $464,000 | -59.7% | 18,507 | -57.8% | 0.01% | -85.7% |
| Q3 2020 | $1,150,000 | -46.4% | 43,846 | -46.4% | 0.09% | -40.9% |
| Q2 2020 | $2,147,000 | +254.9% | 81,850 | +238.5% | 0.15% | +202.0% |
| Q1 2020 | $605,000 | +22.7% | 24,180 | +25.5% | 0.05% | +34.2% |
| Q4 2019 | $493,000 | -73.4% | 19,272 | -73.6% | 0.04% | -83.7% |
| Q2 2019 | $1,854,000 | +29.9% | 72,945 | +27.8% | 0.23% | -2.5% |
| Q1 2019 | $1,427,000 | +308.9% | 57,067 | +297.6% | 0.24% | +298.3% |
| Q3 2018 | $349,000 | – | 14,353 | – | 0.06% | – |
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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% |