ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $222,878 | -8.0% | 8,813 | -8.4% | 0.02% | -7.4% |
| Q1 2023 | $242,260 | -20.5% | 9,617 | -21.0% | 0.03% | -20.6% |
| Q4 2022 | $304,882 | -78.2% | 12,181 | -77.7% | 0.03% | -66.7% |
| Q4 2021 | $1,399,000 | -45.6% | 54,505 | -44.9% | 0.10% | -48.0% |
| Q3 2021 | $2,570,000 | +2.8% | 98,853 | +3.0% | 0.20% | +5.4% |
| Q2 2021 | $2,501,000 | +3.1% | 95,931 | +3.4% | 0.19% | -1.1% |
| Q1 2021 | $2,425,000 | – | 92,779 | – | 0.19% | – |
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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% |