ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 157 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,457 | +3.4% | 57,460 | +3.1% | 0.31% | +6.9% |
| Q2 2023 | $1,409 | +2.1% | 55,720 | +1.7% | 0.29% | -6.5% |
| Q1 2023 | $1,380 | +64.9% | 54,780 | +63.9% | 0.31% | +55.0% |
| Q4 2022 | $837 | -99.9% | 33,430 | +43.6% | 0.20% | +32.5% |
| Q3 2022 | $581,000 | +4.1% | 23,285 | +4.8% | 0.15% | +7.1% |
| Q2 2022 | $558,000 | -0.7% | 22,225 | 0.0% | 0.14% | +19.5% |
| Q1 2022 | $562,000 | +2.6% | 22,225 | +4.1% | 0.12% | +5.4% |
| Q4 2021 | $548,000 | -1.1% | 21,350 | +0.2% | 0.11% | -5.9% |
| Q3 2021 | $554,000 | +1.1% | 21,300 | +1.4% | 0.12% | -0.8% |
| Q2 2021 | $548,000 | +2.2% | 21,000 | +2.3% | 0.12% | -7.0% |
| Q1 2021 | $536,000 | +5.7% | 20,522 | +6.4% | 0.13% | -1.5% |
| Q4 2020 | $507,000 | +5.8% | 19,292 | +5.6% | 0.13% | -4.4% |
| Q3 2020 | $479,000 | -0.8% | 18,277 | -0.8% | 0.14% | -7.4% |
| Q2 2020 | $483,000 | +4.8% | 18,422 | 0.0% | 0.15% | -15.4% |
| Q1 2020 | $461,000 | -2.1% | 18,422 | 0.0% | 0.18% | +20.7% |
| Q4 2019 | $471,000 | +0.6% | 18,422 | +0.8% | 0.14% | -8.8% |
| Q3 2019 | $468,000 | +0.9% | 18,275 | 0.0% | 0.16% | +5.3% |
| Q2 2019 | $464,000 | +4.7% | 18,275 | +3.2% | 0.15% | +0.7% |
| Q1 2019 | $443,000 | +32.2% | 17,715 | +28.1% | 0.15% | +18.1% |
| Q4 2018 | $335,000 | – | 13,830 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 518,671 | $13,605,000 | 6.90% |
| TLWM | 372,373 | $9,767,000 | 4.62% |
| RVW Wealth, LLC | 865,627 | $22,705,000 | 3.83% |
| PFG Private Wealth Management, LLC | 162,349 | $4,258,000 | 3.71% |
| Aptus Capital Advisors, LLC | 2,526,766 | $66,129,000 | 3.51% |
| MV CAPITAL MANAGEMENT, INC. | 616,728 | $16,177,000 | 3.36% |
| Day & Ennis, LLC | 244,561 | $6,415,000 | 2.79% |
| Cribstone Capital Management, LLC | 124,926 | $3,277,000 | 2.68% |
| Camelot Portfolios, LLC | 147,186 | $3,861,000 | 2.41% |
| Sound View Wealth Advisors Group, LLC | 343,846 | $9,019,000 | 2.38% |