ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 87 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $412,318,000 | -14.6% | 16,062 | -13.5% | 0.04% | -17.4% |
| Q3 2021 | $483,057,000 | +16.1% | 18,579 | +16.7% | 0.05% | +15.0% |
| Q2 2021 | $415,966,000 | -25.8% | 15,924 | -18.8% | 0.04% | -29.8% |
| Q1 2021 | $560,469,000 | -49.6% | 19,619 | -53.7% | 0.06% | -54.8% |
| Q4 2020 | $1,112,814,000 | +17.7% | 42,360 | +17.6% | 0.13% | +5.0% |
| Q3 2020 | $945,155,000 | +0.3% | 36,033 | +0.3% | 0.12% | -7.0% |
| Q2 2020 | $942,056,000 | -5.5% | 35,915 | -9.9% | 0.13% | -20.9% |
| Q1 2020 | $996,774,000 | +71.0% | 39,870 | +73.8% | 0.16% | +126.4% |
| Q2 2019 | $582,908,000 | +45.7% | 22,940 | +43.4% | 0.07% | +33.3% |
| Q1 2019 | $400,206,000 | +50.2% | 16,001 | +45.9% | 0.05% | +45.9% |
| Q3 2018 | $266,519,000 | +98.4% | 10,967 | +98.2% | 0.04% | +94.7% |
| Q2 2018 | $134,317,000 | – | 5,532 | – | 0.02% | – |
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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% |