ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 100 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,427,218 | -1.8% | 95,710 | -2.1% | 0.69% | -4.7% |
Q2 2023 | $2,472,580 | -3.1% | 97,769 | -3.5% | 0.72% | -1.6% |
Q1 2023 | $2,552,076 | +138977.7% | 101,313 | +38.2% | 0.74% | +23.7% |
Q4 2022 | $1,835 | -99.9% | 73,313 | -2.5% | 0.59% | -9.2% |
Q3 2022 | $1,876,000 | -0.5% | 75,188 | +0.1% | 0.65% | +7.4% |
Q2 2022 | $1,885,000 | +5.2% | 75,137 | +6.0% | 0.61% | +22.3% |
Q1 2022 | $1,792,000 | +3.9% | 70,898 | +5.6% | 0.50% | +3.1% |
Q4 2021 | $1,724,000 | -1.1% | 67,152 | +0.1% | 0.48% | -9.2% |
Q3 2021 | $1,744,000 | +1.4% | 67,075 | +1.7% | 0.53% | +1.5% |
Q2 2021 | $1,720,000 | +20.5% | 65,958 | +20.8% | 0.52% | +13.4% |
Q1 2021 | $1,427,000 | +43.7% | 54,597 | +44.5% | 0.46% | +32.8% |
Q4 2020 | $993,000 | +31.0% | 37,790 | +30.7% | 0.35% | +13.7% |
Q3 2020 | $758,000 | +39.9% | 28,912 | +39.8% | 0.31% | +81.1% |
Q2 2020 | $542,000 | -56.0% | 20,684 | -58.0% | 0.17% | -69.0% |
Q1 2020 | $1,232,000 | +7.5% | 49,275 | +9.9% | 0.55% | +17.9% |
Q4 2019 | $1,146,000 | +45.8% | 44,853 | +45.9% | 0.46% | +3.3% |
Q3 2019 | $786,000 | +260.6% | 30,737 | +145.9% | 0.45% | +242.0% |
Q2 2019 | $218,000 | -29.9% | 12,501 | +0.5% | 0.13% | -38.5% |
Q1 2019 | $311,000 | +2.0% | 12,435 | -1.3% | 0.21% | -20.8% |
Q4 2018 | $305,000 | – | 12,601 | – | 0.27% | – |
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% |