ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 252 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,129,256 | -0.5% | 320,555 | -0.8% | 2.16% | -8.5% |
| Q2 2023 | $8,169,325 | -0.7% | 323,026 | -1.1% | 2.35% | -10.0% |
| Q1 2023 | $8,230,698 | -0.3% | 326,745 | -1.0% | 2.62% | -12.6% |
| Q4 2022 | $8,257,963 | -12.7% | 329,923 | -14.1% | 2.99% | -28.1% |
| Q3 2022 | $9,458,000 | +10.8% | 384,097 | +13.0% | 4.16% | +27.3% |
| Q2 2022 | $8,536,000 | -2.7% | 340,045 | -2.1% | 3.27% | +6.9% |
| Q1 2022 | $8,774,000 | -3.0% | 347,324 | -1.5% | 3.06% | +0.9% |
| Q4 2021 | $9,049,000 | -1.8% | 352,525 | -0.5% | 3.03% | -13.4% |
| Q3 2021 | $9,212,000 | -1.3% | 354,211 | -1.1% | 3.50% | +4.6% |
| Q2 2021 | $9,332,000 | -1.5% | 357,986 | -1.3% | 3.34% | -7.0% |
| Q1 2021 | $9,473,000 | -1.7% | 362,678 | -1.1% | 3.60% | -6.6% |
| Q4 2020 | $9,637,000 | -1.3% | 366,838 | -1.5% | 3.85% | -16.7% |
| Q3 2020 | $9,767,000 | -1.8% | 372,373 | -1.7% | 4.62% | -21.2% |
| Q2 2020 | $9,941,000 | +2.7% | 378,910 | -1.9% | 5.87% | +3.2% |
| Q1 2020 | $9,680,000 | -3.5% | 386,250 | -1.5% | 5.69% | +18.0% |
| Q4 2019 | $10,032,000 | +4.0% | 392,059 | +4.2% | 4.82% | -2.9% |
| Q3 2019 | $9,649,000 | +8.1% | 376,368 | +7.3% | 4.96% | -3.4% |
| Q2 2019 | $8,926,000 | +13.8% | 350,918 | +12.1% | 5.14% | +16.6% |
| Q1 2019 | $7,847,000 | +11.7% | 312,971 | +8.0% | 4.40% | +3.5% |
| Q4 2018 | $7,027,000 | +6.3% | 289,877 | +6.6% | 4.26% | +10.7% |
| Q3 2018 | $6,608,000 | +11.2% | 271,894 | +11.2% | 3.85% | +3.7% |
| Q2 2018 | $5,940,000 | +21.3% | 244,420 | +22.2% | 3.71% | +14.0% |
| Q1 2018 | $4,896,000 | – | 200,062 | – | 3.26% | – |
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% |