ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,944 | +0.4% | 2,482 | 0.0% | 0.02% | +5.3% |
| Q2 2023 | $62,695 | -28.8% | 2,482 | -28.9% | 0.02% | -26.9% |
| Q1 2023 | $88,093 | +0.8% | 3,493 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $87,430 | +98.7% | 3,493 | +99.3% | 0.03% | +86.7% |
| Q3 2022 | $44,000 | 0.0% | 1,753 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $44,000 | 0.0% | 1,753 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $44,000 | -2.2% | 1,753 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $45,000 | -2.2% | 1,753 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $46,000 | 0.0% | 1,753 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $46,000 | – | 1,753 | – | 0.02% | – |
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% |