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 | $436,192 | +0.3% | 17,200 | 0.0% | 0.22% | +6.9% |
| Q2 2023 | $434,988 | +0.4% | 17,200 | 0.0% | 0.20% | -1.4% |
| Q1 2023 | $433,268 | +0.6% | 17,200 | 0.0% | 0.21% | -1.9% |
| Q4 2022 | $430,516 | +0.4% | 17,200 | 0.0% | 0.21% | -3.7% |
| Q3 2022 | $429,000 | -0.7% | 17,200 | 0.0% | 0.22% | +1.4% |
| Q2 2022 | $432,000 | -0.7% | 17,200 | 0.0% | 0.22% | +7.5% |
| Q1 2022 | $435,000 | +11.5% | 17,200 | +13.2% | 0.20% | +26.4% |
| Q4 2021 | $390,000 | -1.3% | 15,200 | 0.0% | 0.16% | -7.6% |
| Q3 2021 | $395,000 | -0.3% | 15,200 | 0.0% | 0.17% | -5.0% |
| Q2 2021 | $396,000 | -0.3% | 15,200 | 0.0% | 0.18% | -18.5% |
| Q1 2021 | $397,000 | – | 15,200 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 518,671 | $13,605,000 | 6.90% |
| TLWM | 372,373 | $9,767,000 | 4.62% |
| RVW Wealth, LLC | 865,627 | $22,705,000 | 3.83% |
| PFG Private Wealth Management, LLC | 162,349 | $4,258,000 | 3.71% |
| Aptus Capital Advisors, LLC | 2,526,766 | $66,129,000 | 3.51% |
| MV CAPITAL MANAGEMENT, INC. | 616,728 | $16,177,000 | 3.36% |
| Day & Ennis, LLC | 244,561 | $6,415,000 | 2.79% |
| Cribstone Capital Management, LLC | 124,926 | $3,277,000 | 2.68% |
| Camelot Portfolios, LLC | 147,186 | $3,861,000 | 2.41% |
| Sound View Wealth Advisors Group, LLC | 343,846 | $9,019,000 | 2.38% |