ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,122 | +0.3% | 8,325 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $210,539 | +0.4% | 8,325 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $209,707 | +318.9% | 8,325 | +316.2% | 0.01% | +250.0% |
| Q4 2022 | $50,060 | +31.7% | 2,000 | +34.4% | 0.00% | +100.0% |
| Q4 2021 | $38,000 | -41.5% | 1,488 | -40.2% | 0.00% | -66.7% |
| Q3 2021 | $65,000 | +66.7% | 2,488 | +67.2% | 0.00% | +50.0% |
| Q2 2021 | $39,000 | -43.5% | 1,488 | -43.5% | 0.00% | -33.3% |
| Q1 2021 | $69,000 | 0.0% | 2,633 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $69,000 | 0.0% | 2,633 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $69,000 | 0.0% | 2,633 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $69,000 | +6.2% | 2,633 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $65,000 | -3.0% | 2,633 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $67,000 | 0.0% | 2,633 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $67,000 | 0.0% | 2,633 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $67,000 | +1.5% | 2,633 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $66,000 | +4.8% | 2,633 | 0.0% | 0.01% | -22.2% |
| Q4 2018 | $63,000 | -1.6% | 2,633 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $64,000 | – | 2,633 | – | 0.01% | – |
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% |