ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,524,726 | +18.7% | 296,717 | +18.4% | 0.09% | -9.6% |
| Q2 2023 | $6,339,333 | -4.8% | 250,664 | -5.2% | 0.10% | -8.8% |
| Q1 2023 | $6,661,602 | +63.9% | 264,454 | +62.9% | 0.11% | +44.3% |
| Q4 2022 | $4,063,927 | +33.6% | 162,360 | +33.6% | 0.08% | +16.2% |
| Q3 2022 | $3,043,000 | +95.8% | 121,555 | +96.7% | 0.07% | +106.1% |
| Q2 2022 | $1,554,000 | +32.1% | 61,796 | +32.8% | 0.03% | +106.2% |
| Q1 2022 | $1,176,000 | +50.4% | 46,522 | +52.7% | 0.02% | -20.0% |
| Q4 2021 | $782,000 | -2.0% | 30,472 | -0.7% | 0.02% | 0.0% |
| Q3 2021 | $798,000 | -17.0% | 30,693 | -16.8% | 0.02% | -41.2% |
| Q2 2021 | $962,000 | -5.8% | 36,901 | -5.8% | 0.03% | -46.0% |
| Q1 2021 | $1,021,000 | -5.6% | 39,166 | -5.2% | 0.06% | -14.9% |
| Q4 2020 | $1,081,000 | -1.8% | 41,303 | -1.6% | 0.07% | -30.2% |
| Q3 2020 | $1,101,000 | -9.1% | 41,973 | -9.3% | 0.11% | -12.4% |
| Q2 2020 | $1,211,000 | +29.9% | 46,300 | +24.5% | 0.12% | -18.2% |
| Q1 2020 | $932,000 | +78.9% | 37,201 | +82.1% | 0.15% | -8.1% |
| Q4 2019 | $521,000 | +51.9% | 20,430 | +52.9% | 0.16% | +8.8% |
| Q3 2019 | $343,000 | +3.0% | 13,362 | +2.6% | 0.15% | +21.3% |
| Q2 2019 | $333,000 | – | 13,020 | – | 0.12% | – |
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% |