ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 157 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $279,000 | +4.1% | 10,883 | +5.8% | 0.07% | -6.3% |
| Q3 2021 | $268,000 | +5.9% | 10,289 | +5.9% | 0.08% | +6.8% |
| Q2 2021 | $253,000 | -8.3% | 9,713 | -8.1% | 0.07% | -15.9% |
| Q1 2021 | $276,000 | -0.7% | 10,565 | 0.0% | 0.09% | +17.3% |
| Q4 2020 | $278,000 | +0.4% | 10,565 | 0.0% | 0.08% | -30.6% |
| Q3 2020 | $277,000 | 0.0% | 10,565 | 0.0% | 0.11% | -9.2% |
| Q2 2020 | $277,000 | +15.4% | 10,565 | +9.9% | 0.12% | -4.0% |
| Q1 2020 | $240,000 | -4.4% | 9,610 | -2.0% | 0.12% | +31.9% |
| Q4 2019 | $251,000 | – | 9,805 | – | 0.09% | – |
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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% |