ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $396,045 | -1.5% | 15,798 | -2.1% | 0.10% | -10.1% |
| Q3 2022 | $402,000 | -1.2% | 16,136 | -0.5% | 0.11% | +2.8% |
| Q2 2022 | $407,000 | -17.1% | 16,220 | -16.9% | 0.11% | -17.2% |
| Q1 2022 | $491,000 | -29.1% | 19,519 | -27.7% | 0.13% | -20.5% |
| Q4 2021 | $693,000 | -1.3% | 26,982 | 0.0% | 0.16% | +5.9% |
| Q3 2021 | $702,000 | 0.0% | 26,982 | 0.0% | 0.15% | +7.8% |
| Q2 2021 | $702,000 | -2.9% | 26,982 | -2.6% | 0.14% | -1.4% |
| Q1 2021 | $723,000 | -0.7% | 27,710 | 0.0% | 0.14% | -8.3% |
| Q4 2020 | $728,000 | +0.3% | 27,710 | 0.0% | 0.16% | -3.1% |
| Q3 2020 | $726,000 | -3.8% | 27,710 | -3.7% | 0.16% | +2.5% |
| Q2 2020 | $755,000 | +1.1% | 28,770 | -3.7% | 0.16% | -6.5% |
| Q1 2020 | $747,000 | -8.2% | 29,864 | -6.2% | 0.17% | -14.7% |
| Q4 2019 | $814,000 | -2.4% | 31,836 | -2.2% | 0.20% | -0.5% |
| Q3 2019 | $834,000 | -38.6% | 32,568 | -39.1% | 0.20% | -44.2% |
| Q2 2019 | $1,359,000 | -55.9% | 53,466 | -56.6% | 0.36% | -58.5% |
| Q1 2019 | $3,079,000 | -2.1% | 123,105 | -5.3% | 0.86% | -36.8% |
| Q4 2018 | $3,144,000 | – | 129,989 | – | 1.36% | – |
Download | ||||||
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% |