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 | $758,315 | +0.8% | 29,902 | +0.6% | 0.08% | -1.2% |
| Q2 2023 | $751,948 | -14.6% | 29,733 | -14.9% | 0.08% | +66.7% |
| Q1 2023 | $880,189 | -43.6% | 34,942 | -43.9% | 0.05% | -48.9% |
| Q4 2022 | $1,559,844 | +54.9% | 62,319 | +54.3% | 0.09% | +38.2% |
| Q3 2022 | $1,007,000 | -1.3% | 40,383 | -0.6% | 0.07% | 0.0% |
| Q2 2022 | $1,020,000 | +5.2% | 40,639 | +6.0% | 0.07% | +15.3% |
| Q1 2022 | $970,000 | +0.2% | 38,354 | +1.7% | 0.06% | -1.7% |
| Q4 2021 | $968,000 | +28.4% | 37,714 | +30.1% | 0.06% | +17.6% |
| Q3 2021 | $754,000 | +36.1% | 28,987 | +36.5% | 0.05% | +27.5% |
| Q2 2021 | $554,000 | +12.6% | 21,237 | +12.9% | 0.04% | -4.8% |
| Q1 2021 | $492,000 | -14.1% | 18,805 | -13.7% | 0.04% | -17.6% |
| Q4 2020 | $573,000 | – | 21,800 | – | 0.05% | – |
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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% |