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 | $544,614 | -3.6% | 21,475 | -3.9% | 0.20% | -5.6% |
| Q2 2023 | $564,907 | +0.5% | 22,337 | +0.1% | 0.22% | +3.4% |
| Q1 2023 | $561,938 | +0.7% | 22,308 | +0.1% | 0.21% | -3.7% |
| Q4 2022 | $557,978 | -90.3% | 22,292 | -90.3% | 0.22% | -91.0% |
| Q3 2022 | $5,759,000 | +1.5% | 230,806 | +2.1% | 2.40% | +11.6% |
| Q2 2022 | $5,673,000 | -0.7% | 226,100 | +0.0% | 2.15% | +13.7% |
| Q1 2022 | $5,714,000 | -3.6% | 226,014 | -2.1% | 1.89% | -3.1% |
| Q4 2021 | $5,926,000 | -6.8% | 230,843 | -5.6% | 1.95% | -11.3% |
| Q3 2021 | $6,359,000 | -0.9% | 244,558 | -0.6% | 2.20% | -1.2% |
| Q2 2021 | $6,418,000 | +0.1% | 246,143 | +0.3% | 2.22% | -8.2% |
| Q1 2021 | $6,414,000 | -0.9% | 245,382 | -0.4% | 2.42% | -5.8% |
| Q4 2020 | $6,470,000 | +0.9% | 246,287 | +0.7% | 2.57% | -7.9% |
| Q3 2020 | $6,415,000 | +0.6% | 244,561 | +0.6% | 2.79% | -11.4% |
| Q2 2020 | $6,378,000 | +6.2% | 243,154 | +1.2% | 3.15% | -8.2% |
| Q1 2020 | $6,007,000 | -0.1% | 240,273 | +2.1% | 3.43% | +16.5% |
| Q4 2019 | $6,015,000 | +7.2% | 235,311 | +7.3% | 2.95% | +1.8% |
| Q3 2019 | $5,612,000 | +0.5% | 219,208 | -0.2% | 2.89% | -1.6% |
| Q2 2019 | $5,582,000 | +7.7% | 219,679 | +6.0% | 2.94% | +1.1% |
| Q1 2019 | $5,184,000 | +32.9% | 207,283 | +28.5% | 2.91% | +13.5% |
| Q4 2018 | $3,902,000 | +16.1% | 161,288 | +16.7% | 2.56% | +13.3% |
| Q3 2018 | $3,360,000 | +51.1% | 138,266 | +51.0% | 2.26% | +37.2% |
| Q2 2018 | $2,224,000 | +76.8% | 91,594 | +78.2% | 1.65% | +60.1% |
| Q1 2018 | $1,258,000 | +85.0% | 51,386 | +89.5% | 1.03% | +85.3% |
| Q4 2017 | $680,000 | 0.0% | 27,119 | +1.2% | 0.56% | -7.3% |
| Q3 2017 | $680,000 | +10.4% | 26,787 | +9.5% | 0.60% | +13.0% |
| Q2 2017 | $616,000 | +75.5% | 24,454 | +73.8% | 0.53% | +59.5% |
| Q1 2017 | $351,000 | +17.8% | 14,071 | +16.7% | 0.33% | +9.2% |
| Q4 2016 | $298,000 | – | 12,057 | – | 0.30% | – |
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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% |