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 | $382,777 | -10.3% | 15,094 | -10.6% | 0.01% | -9.1% |
Q2 2023 | $426,785 | +18.3% | 16,876 | +17.8% | 0.01% | +10.0% |
Q1 2023 | $360,744 | -11.6% | 14,321 | -12.2% | 0.01% | -23.1% |
Q4 2022 | $408,203 | -21.0% | 16,309 | -21.4% | 0.01% | -27.8% |
Q3 2022 | $517,000 | +8.6% | 20,741 | +9.3% | 0.02% | +12.5% |
Q2 2022 | $476,000 | +29.3% | 18,978 | +30.3% | 0.02% | +45.5% |
Q1 2022 | $368,000 | +3.1% | 14,570 | +4.7% | 0.01% | +10.0% |
Q4 2021 | $357,000 | +676.1% | 13,916 | +694.7% | 0.01% | +900.0% |
Q2 2021 | $46,000 | -22.0% | 1,751 | -22.0% | 0.00% | -50.0% |
Q4 2020 | $59,000 | -57.6% | 2,245 | -57.6% | 0.00% | -71.4% |
Q3 2020 | $139,000 | +157.4% | 5,290 | +143.8% | 0.01% | +75.0% |
Q1 2020 | $54,000 | -1.8% | 2,170 | 0.0% | 0.00% | +33.3% |
Q4 2019 | $55,000 | – | 2,170 | – | 0.00% | – |
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% |