ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $692,518 | -37.0% | 27,383 | -37.3% | 0.27% | -40.1% |
| Q1 2023 | $1,099,980 | -11.1% | 43,668 | -11.7% | 0.44% | -15.3% |
| Q4 2022 | $1,237,334 | -37.6% | 49,435 | -37.8% | 0.52% | -42.1% |
| Q3 2022 | $1,983,000 | -21.1% | 79,479 | -20.7% | 0.90% | -16.5% |
| Q2 2022 | $2,513,000 | +3.5% | 100,172 | +4.3% | 1.08% | +18.0% |
| Q1 2022 | $2,427,000 | -0.2% | 96,017 | +1.3% | 0.92% | +4.2% |
| Q4 2021 | $2,433,000 | +11.0% | 94,791 | +12.4% | 0.88% | +10.2% |
| Q3 2021 | $2,191,000 | +1.2% | 84,328 | +1.5% | 0.80% | -4.9% |
| Q2 2021 | $2,166,000 | +0.1% | 83,073 | +0.4% | 0.84% | -6.2% |
| Q1 2021 | $2,163,000 | -1.7% | 82,766 | -1.2% | 0.90% | -11.4% |
| Q4 2020 | $2,201,000 | +4.9% | 83,808 | +4.7% | 1.01% | -12.5% |
| Q3 2020 | $2,099,000 | -10.8% | 80,057 | -10.8% | 1.16% | -11.5% |
| Q2 2020 | $2,353,000 | +25.1% | 89,743 | +19.3% | 1.31% | +6.9% |
| Q1 2020 | $1,881,000 | +6.5% | 75,248 | +4.4% | 1.22% | +42.0% |
| Q4 2019 | $1,766,000 | +219.3% | 72,060 | +233.4% | 0.86% | +184.5% |
| Q3 2019 | $553,000 | +1.3% | 21,615 | +0.5% | 0.30% | -1.9% |
| Q2 2019 | $546,000 | +2.1% | 21,511 | +0.5% | 0.31% | -2.2% |
| Q1 2019 | $535,000 | +3.7% | 21,405 | +0.3% | 0.32% | -5.7% |
| Q4 2018 | $516,000 | – | 21,331 | – | 0.34% | – |
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% |