ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,133,034 | +0.3% | 44,678 | +0.1% | 0.29% | +2.5% |
| Q2 2023 | $1,129,098 | -5.0% | 44,646 | -5.4% | 0.28% | -10.8% |
| Q1 2023 | $1,188,745 | +0.7% | 47,191 | +0.0% | 0.32% | -6.2% |
| Q4 2022 | $1,180,849 | +0.3% | 47,177 | +0.0% | 0.34% | -6.1% |
| Q3 2022 | $1,177,000 | +2.1% | 47,156 | +2.6% | 0.36% | +6.8% |
| Q2 2022 | $1,153,000 | -0.7% | 45,942 | +0.0% | 0.34% | +8.7% |
| Q1 2022 | $1,161,000 | -1.7% | 45,931 | -0.2% | 0.31% | +1.0% |
| Q4 2021 | $1,181,000 | -8.5% | 46,009 | -7.4% | 0.31% | -16.2% |
| Q3 2021 | $1,291,000 | – | 49,659 | – | 0.36% | – |
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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% |