ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,993,983 | -1.1% | 78,627 | -1.3% | 0.04% | 0.0% |
Q2 2023 | $2,015,150 | +95179.0% | 79,682 | -5.1% | 0.04% | -20.5% |
Q1 2023 | $2,115 | +57.0% | 83,978 | +56.0% | 0.04% | +18.9% |
Q4 2022 | $1,347 | -99.9% | 53,818 | +3.2% | 0.04% | -11.9% |
Q3 2022 | $1,302,000 | -5.7% | 52,166 | -5.1% | 0.04% | -2.3% |
Q2 2022 | $1,380,000 | +3.4% | 54,995 | +4.2% | 0.04% | +4.9% |
Q1 2022 | $1,335,000 | -8.2% | 52,790 | -6.8% | 0.04% | -4.7% |
Q4 2021 | $1,454,000 | -8.0% | 56,629 | -6.8% | 0.04% | -15.7% |
Q3 2021 | $1,580,000 | +7.0% | 60,757 | +7.2% | 0.05% | -1.9% |
Q2 2021 | $1,477,000 | -48.6% | 56,659 | -48.5% | 0.05% | -55.9% |
Q1 2021 | $2,875,000 | -10.4% | 109,984 | -10.0% | 0.12% | -22.4% |
Q4 2020 | $3,210,000 | +101.0% | 122,203 | +100.7% | 0.15% | +55.1% |
Q3 2020 | $1,597,000 | +13.7% | 60,880 | +13.6% | 0.10% | -3.0% |
Q2 2020 | $1,405,000 | +215.0% | 53,572 | +206.8% | 0.10% | +165.8% |
Q4 2019 | $446,000 | +97.3% | 17,461 | +97.6% | 0.04% | +52.0% |
Q3 2019 | $226,000 | – | 8,835 | – | 0.02% | – |
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% |