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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $538,534 | -20.7% | 21,294 | -21.0% | 0.14% | -24.9% |
Q1 2023 | $679,188 | +16.1% | 26,963 | +15.3% | 0.19% | +3.8% |
Q4 2022 | $585,068 | +4079.1% | 23,375 | +4096.6% | 0.18% | +4450.0% |
Q3 2021 | $14,000 | -22.2% | 557 | -18.9% | 0.00% | -20.0% |
Q2 2021 | $18,000 | +63.6% | 687 | +59.8% | 0.01% | +25.0% |
Q1 2021 | $11,000 | +10.0% | 430 | +13.2% | 0.00% | 0.0% |
Q4 2020 | $10,000 | – | 380 | – | 0.00% | – |
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% |