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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,172,542 | -26.6% | 322,264 | -26.8% | 0.01% | -40.0% |
Q2 2023 | $11,135,077 | -30.9% | 440,335 | -31.2% | 0.02% | -33.3% |
Q1 2023 | $16,111,755 | +15.4% | 639,647 | +14.7% | 0.03% | +7.1% |
Q4 2022 | $13,959,597 | +46.7% | 557,759 | +46.3% | 0.03% | +27.3% |
Q3 2022 | $9,514,000 | +51.9% | 381,298 | +52.7% | 0.02% | +57.1% |
Q2 2022 | $6,263,000 | +90.4% | 249,642 | +75.9% | 0.01% | +133.3% |
Q1 2022 | $3,290,000 | +0.3% | 141,900 | +11.1% | 0.01% | 0.0% |
Q4 2021 | $3,279,000 | +26.5% | 127,714 | +28.1% | 0.01% | +20.0% |
Q3 2021 | $2,593,000 | -16.2% | 99,721 | -16.0% | 0.01% | -28.6% |
Q2 2021 | $3,094,000 | +10.0% | 118,661 | +10.2% | 0.01% | 0.0% |
Q1 2021 | $2,813,000 | -4.2% | 107,631 | -3.7% | 0.01% | -12.5% |
Q4 2020 | $2,936,000 | +11.4% | 111,769 | +11.2% | 0.01% | 0.0% |
Q3 2020 | $2,636,000 | +19.5% | 100,527 | +19.4% | 0.01% | +14.3% |
Q2 2020 | $2,206,000 | +12.9% | 84,193 | +7.7% | 0.01% | -12.5% |
Q1 2020 | $1,954,000 | – | 78,166 | – | 0.01% | – |
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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% |