ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 32 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $243,000 | -61.9% | 9,485 | -62.0% | 0.06% | -66.8% |
| Q4 2019 | $638,000 | -5.1% | 24,970 | -4.8% | 0.18% | -26.7% |
| Q3 2019 | $672,000 | +0.7% | 26,235 | 0.0% | 0.25% | +10.1% |
| Q2 2019 | $667,000 | -14.3% | 26,235 | -15.6% | 0.23% | -17.7% |
| Q1 2019 | $778,000 | +23.7% | 31,100 | +19.6% | 0.28% | -1.1% |
| Q4 2018 | $629,000 | +115.4% | 25,995 | +116.1% | 0.28% | +191.7% |
| Q3 2018 | $292,000 | 0.0% | 12,027 | 0.0% | 0.10% | -20.0% |
| Q2 2018 | $292,000 | +4.7% | 12,027 | +5.4% | 0.12% | +46.3% |
| Q1 2018 | $279,000 | +119.7% | 11,415 | +125.6% | 0.08% | +100.0% |
| Q4 2017 | $127,000 | -0.8% | 5,060 | 0.0% | 0.04% | -21.2% |
| Q3 2017 | $128,000 | 0.0% | 5,060 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $128,000 | +3.2% | 5,060 | +2.5% | 0.05% | -1.9% |
| Q1 2017 | $124,000 | +103.3% | 4,935 | +100.9% | 0.05% | +107.7% |
| Q4 2016 | $61,000 | -3.2% | 2,457 | 0.0% | 0.03% | -27.8% |
| Q3 2016 | $63,000 | 0.0% | 2,457 | 0.0% | 0.04% | -10.0% |
| Q2 2016 | $63,000 | +1.6% | 2,457 | 0.0% | 0.04% | -23.1% |
| Q1 2016 | $62,000 | +5.1% | 2,457 | 0.0% | 0.05% | -10.3% |
| Q4 2015 | $59,000 | – | 2,457 | – | 0.06% | – |
Download | ||||||
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% |