ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,063,715 | -13.2% | 41,945 | -13.4% | 0.05% | -12.7% |
| Q2 2023 | $1,225,469 | -18.8% | 48,457 | -19.1% | 0.06% | -26.7% |
| Q1 2023 | $1,509,493 | -11.3% | 59,924 | -11.9% | 0.08% | -21.1% |
| Q4 2022 | $1,702,291 | -41.6% | 68,010 | -41.8% | 0.10% | -38.7% |
| Q3 2022 | $2,914,000 | -0.8% | 116,774 | -0.2% | 0.16% | -16.2% |
| Q2 2022 | $2,937,000 | -2.6% | 117,054 | -1.9% | 0.18% | -9.3% |
| Q1 2022 | $3,015,000 | -16.0% | 119,267 | -14.7% | 0.20% | -8.5% |
| Q4 2021 | $3,590,000 | -21.1% | 139,845 | -20.1% | 0.22% | -29.2% |
| Q3 2021 | $4,549,000 | -0.6% | 174,978 | -0.3% | 0.32% | -4.5% |
| Q2 2021 | $4,576,000 | +0.7% | 175,490 | +1.0% | 0.33% | -12.7% |
| Q1 2021 | $4,542,000 | +2.6% | 173,775 | +3.1% | 0.38% | -10.8% |
| Q4 2020 | $4,428,000 | +3.2% | 168,574 | +3.1% | 0.42% | -12.0% |
| Q3 2020 | $4,290,000 | +7.8% | 163,538 | +7.8% | 0.48% | -5.9% |
| Q2 2020 | $3,980,000 | +31.5% | 151,753 | +25.4% | 0.51% | +5.6% |
| Q1 2020 | $3,026,000 | -4.3% | 121,056 | -2.2% | 0.48% | +5.2% |
| Q4 2019 | $3,163,000 | +118.9% | 123,765 | +119.3% | 0.46% | +96.2% |
| Q3 2019 | $1,445,000 | +126.8% | 56,435 | +125.0% | 0.24% | +115.6% |
| Q2 2019 | $637,000 | +20.9% | 25,085 | +19.0% | 0.11% | +12.4% |
| Q1 2019 | $527,000 | +5.8% | 21,085 | +2.4% | 0.10% | -14.2% |
| Q4 2018 | $498,000 | -0.6% | 20,600 | 0.0% | 0.11% | -11.0% |
| Q3 2018 | $501,000 | – | 20,600 | – | 0.13% | – |
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% |