ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,630 | +1.3% | 17,375 | +1.0% | 0.07% | 0.0% |
| Q2 2023 | $434,988 | +0.4% | 17,200 | 0.0% | 0.07% | -39.1% |
| Q1 2023 | $433,268 | +0.6% | 17,200 | 0.0% | 0.12% | -31.1% |
| Q4 2022 | $430,516 | -16.1% | 17,200 | -16.4% | 0.17% | -28.3% |
| Q3 2022 | $513,000 | +31.5% | 20,565 | +32.4% | 0.23% | +28.7% |
| Q2 2022 | $390,000 | +128.1% | 15,536 | +129.8% | 0.18% | +174.2% |
| Q1 2022 | $171,000 | +6.9% | 6,761 | +8.3% | 0.07% | -5.7% |
| Q4 2021 | $160,000 | -0.6% | 6,245 | +0.8% | 0.07% | -14.6% |
| Q3 2021 | $161,000 | 0.0% | 6,195 | +0.4% | 0.08% | -4.7% |
| Q2 2021 | $161,000 | 0.0% | 6,168 | +0.5% | 0.09% | -20.4% |
| Q1 2021 | $161,000 | 0.0% | 6,140 | +0.3% | 0.11% | -10.0% |
| Q4 2020 | $161,000 | +1.3% | 6,120 | +0.7% | 0.12% | -16.7% |
| Q3 2020 | $159,000 | +0.6% | 6,075 | +0.6% | 0.14% | -8.3% |
| Q2 2020 | $158,000 | +5.3% | 6,039 | +0.7% | 0.16% | +33.1% |
| Q1 2020 | $150,000 | -2.0% | 5,997 | +0.5% | 0.12% | +26.9% |
| Q4 2019 | $153,000 | – | 5,969 | – | 0.09% | – |
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% |