ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,340,576 | -26.2% | 92,294 | -26.4% | 0.13% | -23.1% |
| Q2 2023 | $3,169,823 | -16.5% | 125,339 | -16.8% | 0.17% | -21.8% |
| Q1 2023 | $3,796,738 | -7.9% | 150,724 | -8.5% | 0.22% | -11.8% |
| Q4 2022 | $4,122,892 | -16.0% | 164,718 | -16.3% | 0.24% | -21.5% |
| Q3 2022 | $4,910,000 | -19.2% | 196,813 | -18.8% | 0.31% | -14.5% |
| Q2 2022 | $6,080,000 | -0.5% | 242,338 | +0.2% | 0.36% | +17.4% |
| Q1 2022 | $6,112,000 | -1.5% | 241,759 | +0.0% | 0.31% | +5.1% |
| Q4 2021 | $6,206,000 | +4.4% | 241,749 | +5.7% | 0.30% | -6.0% |
| Q3 2021 | $5,946,000 | +13.4% | 228,689 | +13.7% | 0.32% | +13.3% |
| Q2 2021 | $5,245,000 | +4.8% | 201,166 | +5.0% | 0.28% | -3.8% |
| Q1 2021 | $5,007,000 | +1.2% | 191,551 | +1.7% | 0.29% | -4.0% |
| Q4 2020 | $4,946,000 | +14.9% | 188,280 | +14.8% | 0.30% | +2.4% |
| Q3 2020 | $4,303,000 | +22.8% | 164,030 | +22.7% | 0.29% | +13.1% |
| Q2 2020 | $3,505,000 | +17.7% | 133,635 | +12.2% | 0.26% | -3.7% |
| Q1 2020 | $2,978,000 | +20.9% | 119,105 | +23.6% | 0.27% | +50.8% |
| Q4 2019 | $2,463,000 | +14.7% | 96,365 | +14.9% | 0.18% | +6.5% |
| Q3 2019 | $2,148,000 | +11.9% | 83,895 | +11.1% | 0.17% | +9.1% |
| Q2 2019 | $1,920,000 | +32.2% | 75,545 | +30.2% | 0.15% | +25.2% |
| Q1 2019 | $1,452,000 | +50.5% | 58,040 | +45.5% | 0.12% | +33.7% |
| Q4 2018 | $965,000 | +31.5% | 39,900 | +32.1% | 0.09% | +53.3% |
| Q3 2018 | $734,000 | +93.7% | 30,195 | +93.5% | 0.06% | +81.8% |
| Q2 2018 | $379,000 | – | 15,605 | – | 0.03% | – |
Download | ||||||
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% |