ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,898,496 | +4.8% | 114,294 | +4.5% | 0.58% | +10.5% |
| Q2 2023 | $2,765,807 | +17.9% | 109,407 | +17.3% | 0.52% | +7.4% |
| Q1 2023 | $2,346,696 | -3.9% | 93,271 | -4.4% | 0.49% | -13.0% |
| Q4 2022 | $2,442,914 | -4.9% | 97,599 | -5.2% | 0.56% | -15.2% |
| Q3 2022 | $2,568,000 | +23.0% | 102,931 | +23.7% | 0.66% | +26.3% |
| Q2 2022 | $2,088,000 | -0.3% | 83,232 | +0.2% | 0.52% | +12.4% |
| Q1 2022 | $2,095,000 | +7.3% | 83,050 | +9.2% | 0.47% | +4.5% |
| Q4 2021 | $1,953,000 | -0.4% | 76,081 | +0.9% | 0.45% | -3.2% |
| Q3 2021 | $1,960,000 | +7.6% | 75,376 | +7.9% | 0.46% | +1.3% |
| Q2 2021 | $1,821,000 | +5.9% | 69,845 | +6.0% | 0.46% | -0.2% |
| Q1 2021 | $1,720,000 | +7.9% | 65,868 | +8.4% | 0.46% | +24.5% |
| Q4 2020 | $1,594,000 | -0.5% | 60,758 | -0.5% | 0.37% | -14.5% |
| Q3 2020 | $1,602,000 | +13.5% | 61,085 | +13.5% | 0.43% | +2.1% |
| Q2 2020 | $1,412,000 | +52.6% | 53,826 | +45.5% | 0.42% | +16.3% |
| Q1 2020 | $925,000 | +14.2% | 37,004 | +16.7% | 0.36% | +29.4% |
| Q4 2019 | $810,000 | +15.2% | 31,700 | +15.5% | 0.28% | +6.5% |
| Q3 2019 | $703,000 | +5.9% | 27,450 | +5.0% | 0.26% | +8.3% |
| Q2 2019 | $664,000 | +20.3% | 26,135 | +18.4% | 0.24% | +19.2% |
| Q1 2019 | $552,000 | +38.0% | 22,077 | +33.7% | 0.20% | +26.1% |
| Q4 2018 | $400,000 | +20.1% | 16,516 | +20.5% | 0.16% | +33.1% |
| Q3 2018 | $333,000 | +26.6% | 13,703 | +26.6% | 0.12% | +30.1% |
| Q2 2018 | $263,000 | +59.4% | 10,827 | +64.0% | 0.09% | +34.8% |
| Q1 2018 | $165,000 | +258.7% | 6,600 | +259.7% | 0.07% | +305.9% |
| Q1 2017 | $46,000 | – | 1,835 | – | 0.02% | – |
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% |