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 | $8,286,761 | +1.1% | 326,765 | +0.8% | 1.73% | +2.8% |
| Q2 2023 | $8,198,740 | -0.4% | 324,189 | -0.8% | 1.68% | -7.3% |
| Q1 2023 | $8,231,865 | +0.4% | 326,791 | -0.3% | 1.82% | -7.0% |
| Q4 2022 | $8,202,081 | -8.9% | 327,690 | -9.2% | 1.95% | -14.3% |
| Q3 2022 | $9,002,000 | -1.5% | 360,820 | -1.0% | 2.28% | +8.2% |
| Q2 2022 | $9,142,000 | +23.3% | 364,377 | +24.3% | 2.11% | +39.0% |
| Q1 2022 | $7,412,000 | +22.1% | 293,182 | +23.9% | 1.52% | +21.9% |
| Q4 2021 | $6,072,000 | -0.8% | 236,551 | +0.5% | 1.24% | -9.1% |
| Q3 2021 | $6,121,000 | +5.1% | 235,439 | +5.2% | 1.37% | +4.3% |
| Q2 2021 | $5,823,000 | +131.4% | 223,790 | +132.5% | 1.31% | +112.5% |
| Q1 2021 | $2,516,000 | +80.5% | 96,261 | +81.5% | 0.62% | +64.8% |
| Q4 2020 | $1,394,000 | +36.1% | 53,047 | +35.9% | 0.38% | +19.8% |
| Q3 2020 | $1,024,000 | – | 39,021 | – | 0.31% | – |
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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% |