ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 215 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,130,000 | -5.1% | 44,020 | -3.9% | 0.07% | -11.2% |
| Q3 2021 | $1,191,000 | +0.7% | 45,792 | +1.0% | 0.08% | +1.3% |
| Q2 2021 | $1,183,000 | +2.2% | 45,359 | +2.4% | 0.08% | -3.7% |
| Q1 2021 | $1,158,000 | -5.5% | 44,313 | -5.1% | 0.08% | -2.4% |
| Q4 2020 | $1,226,000 | +0.2% | 46,683 | +0.0% | 0.08% | -19.2% |
| Q3 2020 | $1,224,000 | -4.7% | 46,664 | -4.8% | 0.10% | -14.8% |
| Q2 2020 | $1,285,000 | +7.3% | 48,998 | +2.2% | 0.12% | -28.7% |
| Q1 2020 | $1,198,000 | -0.1% | 47,931 | +2.2% | 0.17% | +33.6% |
| Q4 2019 | $1,199,000 | +15.5% | 46,920 | +15.7% | 0.13% | +7.6% |
| Q3 2019 | $1,038,000 | -0.8% | 40,559 | -1.5% | 0.12% | -1.7% |
| Q2 2019 | $1,046,000 | +2.6% | 41,183 | +1.1% | 0.12% | -4.7% |
| Q1 2019 | $1,019,000 | -1.5% | 40,747 | -4.7% | 0.13% | -9.9% |
| Q4 2018 | $1,034,000 | – | 42,749 | – | 0.14% | – |
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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% |