ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 100 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $435,000 | -71.6% | 17,896 | -71.6% | 0.33% | -72.5% |
| Q2 2018 | $1,529,000 | -10.6% | 62,972 | -9.9% | 1.21% | -13.8% |
| Q1 2018 | $1,711,000 | +30.5% | 69,880 | +33.6% | 1.41% | +43.6% |
| Q4 2017 | $1,311,000 | +75.3% | 52,287 | +77.4% | 0.98% | +66.1% |
| Q3 2017 | $748,000 | +2.2% | 29,474 | +1.6% | 0.59% | -10.1% |
| Q2 2016 | $732,000 | – | 29,019 | – | 0.66% | – |
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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% |