ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $9,504 | -99.9% | 379,705 | -5.0% | 4.59% | -7.9% |
| Q3 2022 | $9,976,000 | +1.2% | 399,833 | +1.8% | 4.98% | +1.1% |
| Q2 2022 | $9,854,000 | -3.8% | 392,752 | -3.1% | 4.93% | +0.5% |
| Q1 2022 | $10,242,000 | +0.1% | 405,162 | +1.7% | 4.91% | +1.8% |
| Q4 2021 | $10,230,000 | +3.0% | 398,503 | +4.3% | 4.82% | +4.8% |
| Q3 2021 | $9,931,000 | +6.2% | 381,957 | +6.5% | 4.60% | +7.9% |
| Q2 2021 | $9,351,000 | +2.0% | 358,637 | +2.2% | 4.26% | -4.8% |
| Q1 2021 | $9,170,000 | +5.1% | 350,819 | +5.6% | 4.47% | -1.0% |
| Q4 2020 | $8,726,000 | +32.3% | 332,151 | +28.7% | 4.52% | +22.7% |
| Q4 2019 | $6,595,000 | +3070.7% | 258,031 | +3006.6% | 3.68% | +2970.0% |
| Q1 2019 | $208,000 | +3.5% | 8,306 | 0.0% | 0.12% | -9.1% |
| Q4 2018 | $201,000 | -44.8% | 8,306 | -44.6% | 0.13% | -33.3% |
| Q3 2018 | $364,000 | -12.1% | 14,991 | -12.1% | 0.20% | -13.9% |
| Q2 2018 | $414,000 | – | 17,052 | – | 0.23% | – |
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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% |