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 2022 | $812,000 | +2.4% | 32,538 | +2.9% | 0.13% | +31.4% |
| Q2 2022 | $793,000 | -0.1% | 31,608 | +0.6% | 0.10% | -12.1% |
| Q1 2022 | $794,000 | -4.1% | 31,408 | -2.7% | 0.12% | -0.9% |
| Q4 2021 | $828,000 | -5.6% | 32,274 | -4.4% | 0.12% | -13.3% |
| Q3 2021 | $877,000 | +14.6% | 33,743 | +15.0% | 0.14% | +8.9% |
| Q2 2021 | $765,000 | +44.6% | 29,338 | +45.0% | 0.12% | +31.9% |
| Q1 2021 | $529,000 | -5.2% | 20,238 | -4.7% | 0.09% | -17.5% |
| Q4 2020 | $558,000 | – | 21,230 | – | 0.11% | – |
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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% |