ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 215 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,453,350 | -5.0% | 96,740 | -5.3% | 0.58% | -4.0% |
Q2 2023 | $2,582,834 | -13.1% | 102,128 | -13.4% | 0.61% | -20.5% |
Q1 2023 | $2,970,536 | +3.7% | 117,925 | +3.0% | 0.76% | -6.2% |
Q4 2022 | $2,865,644 | +41.7% | 114,488 | +41.3% | 0.81% | +34.0% |
Q3 2022 | $2,022,000 | +30.0% | 81,015 | +30.7% | 0.61% | +34.7% |
Q2 2022 | $1,555,000 | +18.3% | 61,994 | +19.2% | 0.45% | +42.4% |
Q1 2022 | $1,314,000 | +13.8% | 51,992 | +15.5% | 0.32% | +14.5% |
Q4 2021 | $1,155,000 | +13.5% | 45,017 | +15.0% | 0.28% | +4.2% |
Q3 2021 | $1,018,000 | +15.9% | 39,143 | +16.2% | 0.26% | +15.2% |
Q2 2021 | $878,000 | +13.9% | 33,676 | +14.0% | 0.23% | +6.0% |
Q1 2021 | $771,000 | +20.1% | 29,548 | +20.8% | 0.22% | +10.2% |
Q4 2020 | $642,000 | +11.3% | 24,465 | +11.3% | 0.20% | -1.0% |
Q3 2020 | $577,000 | 0.0% | 21,990 | 0.0% | 0.20% | -14.6% |
Q2 2020 | $577,000 | +0.3% | 21,990 | -4.3% | 0.23% | -11.4% |
Q1 2020 | $575,000 | – | 22,990 | – | 0.26% | – |
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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% |