ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 1 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,228,937 | -11.4% | 127,324 | -11.6% | 0.43% | -6.9% |
| Q2 2023 | $3,642,519 | -34.7% | 144,030 | -35.0% | 0.47% | -40.3% |
| Q1 2023 | $5,580,769 | -9.6% | 221,547 | -10.2% | 0.78% | -19.9% |
| Q4 2022 | $6,174,951 | +3.4% | 246,702 | +3.0% | 0.98% | -4.1% |
| Q3 2022 | $5,973,000 | +6.9% | 239,417 | +7.5% | 1.02% | +11.6% |
| Q2 2022 | $5,586,000 | +9.5% | 222,620 | +10.3% | 0.91% | +38.7% |
| Q1 2022 | $5,102,000 | +0.9% | 201,804 | +2.5% | 0.66% | +13.9% |
| Q4 2021 | $5,056,000 | +4.1% | 196,954 | +5.4% | 0.58% | -2.4% |
| Q3 2021 | $4,857,000 | -0.2% | 186,799 | +0.0% | 0.59% | -2.0% |
| Q2 2021 | $4,869,000 | -0.7% | 186,749 | -0.5% | 0.60% | -15.5% |
| Q1 2021 | $4,904,000 | +11.1% | 187,604 | +11.6% | 0.71% | +1.3% |
| Q4 2020 | $4,416,000 | +7.8% | 168,099 | +7.7% | 0.70% | -8.1% |
| Q3 2020 | $4,095,000 | +11.0% | 156,124 | +11.0% | 0.77% | -5.2% |
| Q2 2020 | $3,690,000 | +29.3% | 140,661 | +23.3% | 0.81% | -5.2% |
| Q1 2020 | $2,853,000 | -2.2% | 114,106 | -0.0% | 0.85% | +9.5% |
| Q4 2019 | $2,917,000 | +26.6% | 114,141 | +26.8% | 0.78% | +12.6% |
| Q3 2019 | $2,304,000 | +26.7% | 90,003 | +25.8% | 0.69% | +26.3% |
| Q2 2019 | $1,818,000 | -8.6% | 71,553 | -10.1% | 0.55% | -17.5% |
| Q1 2019 | $1,990,000 | +7.5% | 79,553 | +3.9% | 0.66% | -14.1% |
| Q4 2018 | $1,852,000 | +1.3% | 76,553 | +1.8% | 0.77% | +25.7% |
| Q3 2018 | $1,828,000 | +2.5% | 75,213 | +2.4% | 0.62% | -5.7% |
| Q2 2018 | $1,783,000 | +0.2% | 73,438 | +1.0% | 0.65% | -1.1% |
| Q1 2018 | $1,780,000 | +6.8% | 72,693 | +9.3% | 0.66% | -0.5% |
| Q4 2017 | $1,667,000 | +14.6% | 66,493 | +16.0% | 0.66% | +5.4% |
| Q3 2017 | $1,455,000 | – | 57,343 | – | 0.63% | – |
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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% |