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 ↓ |
---|---|---|---|
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% |