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 | $1,040,090 | -1.3% | 41,013 | -1.6% | 0.14% | +5.3% |
| Q2 2023 | $1,054,062 | -1.2% | 41,679 | -1.6% | 0.13% | -10.2% |
| Q1 2023 | $1,066,671 | +0.6% | 42,345 | 0.0% | 0.15% | -10.9% |
| Q4 2022 | $1,059,895 | -2.7% | 42,345 | -3.0% | 0.16% | -1.2% |
| Q3 2022 | $1,089,000 | -0.5% | 43,642 | -0.0% | 0.17% | +2.5% |
| Q2 2022 | $1,095,000 | -2.5% | 43,644 | -1.7% | 0.16% | +27.3% |
| Q1 2022 | $1,123,000 | -1.5% | 44,415 | 0.0% | 0.13% | +0.8% |
| Q4 2021 | $1,140,000 | +0.4% | 44,415 | +1.8% | 0.13% | -5.9% |
| Q3 2021 | $1,135,000 | -0.3% | 43,644 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $1,138,000 | -2.5% | 43,644 | -2.2% | 0.14% | -11.7% |
| Q1 2021 | $1,167,000 | +2.5% | 44,644 | +3.0% | 0.15% | -3.8% |
| Q4 2020 | $1,139,000 | +34.3% | 43,347 | +34.1% | 0.16% | +19.4% |
| Q3 2020 | $848,000 | 0.0% | 32,325 | 0.0% | 0.13% | -13.0% |
| Q2 2020 | $848,000 | +91.0% | 32,325 | +81.9% | 0.15% | +83.3% |
| Q1 2020 | $444,000 | – | 17,775 | – | 0.08% | – |
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% |