ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $285,342 | -5.8% | 11,400 | -6.2% | 0.09% | -15.4% |
| Q3 2022 | $303,000 | -14.6% | 12,160 | -14.1% | 0.10% | -11.9% |
| Q2 2022 | $355,000 | -8.0% | 14,160 | -7.5% | 0.12% | +10.3% |
| Q1 2022 | $386,000 | -1.5% | 15,300 | 0.0% | 0.11% | +5.9% |
| Q4 2021 | $392,000 | -1.3% | 15,300 | 0.0% | 0.10% | -7.3% |
| Q3 2021 | $397,000 | -0.3% | 15,300 | 0.0% | 0.11% | -3.5% |
| Q2 2021 | $398,000 | +63.8% | 15,300 | +64.4% | 0.11% | +50.7% |
| Q1 2021 | $243,000 | -15.9% | 9,305 | -15.5% | 0.08% | -18.5% |
| Q4 2020 | $289,000 | -3.0% | 11,015 | -3.3% | 0.09% | -15.6% |
| Q3 2020 | $298,000 | – | 11,395 | – | 0.11% | – |
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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% |