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 | $41,210 | +0.3% | 1,625 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $41,096 | +0.4% | 1,625 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $40,934 | +0.6% | 1,625 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $40,674 | +1.7% | 1,625 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $40,000 | 0.0% | 1,625 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $40,000 | -2.4% | 1,625 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $41,000 | -6.8% | 1,625 | -5.8% | 0.00% | 0.0% |
| Q4 2021 | $44,000 | 0.0% | 1,725 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $44,000 | +2100.0% | 1,725 | +1625.0% | 0.00% | – |
| Q2 2021 | $2,000 | -97.5% | 100 | -96.8% | 0.00% | -100.0% |
| Q1 2021 | $81,000 | +3950.0% | 3,128 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | -95.0% | 3,128 | +97.4% | 0.00% | -100.0% |
| Q2 2019 | $40,000 | +2.6% | 1,585 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $39,000 | – | 1,585 | – | 0.00% | – |
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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% |