Wolf Group Capital Advisors - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 117 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Wolf Group Capital Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$412,719
-43.5%
16,489
-42.0%
0.20%
+63.9%
Q4 2021$730,000
+196.7%
28,431
+200.0%
0.12%
-11.2%
Q3 2021$246,000
+2.1%
9,477
+2.6%
0.13%
+3.9%
Q2 2021$241,000
-15.1%
9,237
-14.8%
0.13%
-20.9%
Q1 2021$284,000
+0.4%
10,847
+0.7%
0.16%
-6.9%
Q4 2020$283,0000.0%10,7720.0%0.18%
-11.2%
Q3 2020$283,0000.0%10,7720.0%0.20%
-6.6%
Q2 2020$283,000
+5.2%
10,7720.0%0.21%
-5.8%
Q1 2020$269,000
-2.2%
10,7720.0%0.22%
+23.8%
Q4 2019$275,000
-0.4%
10,7720.0%0.18%
-4.7%
Q3 2019$276,000
-11.5%
10,772
-12.4%
0.19%
-12.0%
Q2 2019$312,000
-14.3%
12,291
-15.6%
0.22%
-13.6%
Q1 2019$364,000
+3.4%
14,5580.0%0.25%
-4.6%
Q4 2018$352,000
-0.6%
14,5580.0%0.26%
+13.4%
Q3 2018$354,000
-3.3%
14,558
-3.3%
0.23%
-2.9%
Q2 2018$366,000
-0.8%
15,0580.0%0.24%
-2.5%
Q1 2018$369,000
-2.4%
15,0580.0%0.24%
+3.8%
Q4 2017$378,000
+37.5%
15,058
+38.7%
0.24%
+23.0%
Q3 2017$275,000
+0.4%
10,8600.0%0.19%
-9.5%
Q2 2017$274,000
+1.1%
10,8600.0%0.21%
+18.5%
Q1 2017$271,000
+1.1%
10,8600.0%0.18%
-1.1%
Q4 2016$268,00010,8600.18%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Trust Co of Kansas 518,671$13,605,0006.90%
TLWM 372,373$9,767,0004.62%
RVW Wealth, LLC 865,627$22,705,0003.83%
PFG Private Wealth Management, LLC 162,349$4,258,0003.71%
Aptus Capital Advisors, LLC 2,526,766$66,129,0003.51%
MV CAPITAL MANAGEMENT, INC. 616,728$16,177,0003.36%
Day & Ennis, LLC 244,561$6,415,0002.79%
Cribstone Capital Management, LLC 124,926$3,277,0002.68%
Camelot Portfolios, LLC 147,186$3,861,0002.41%
Sound View Wealth Advisors Group, LLC 343,846$9,019,0002.38%
View complete list of ISHARES TR shareholders