ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,298,559 | -11.6% | 51,205 | -11.9% | 0.44% | -8.0% |
| Q2 2023 | $1,469,577 | -29.6% | 58,109 | -29.9% | 0.47% | -33.2% |
| Q1 2023 | $2,088,654 | -4.9% | 82,916 | -5.5% | 0.71% | -9.6% |
| Q4 2022 | $2,195,431 | +0.3% | 87,712 | 0.0% | 0.78% | -5.1% |
| Q3 2022 | $2,188,000 | -0.6% | 87,712 | 0.0% | 0.83% | +12.4% |
| Q2 2022 | $2,201,000 | -0.9% | 87,712 | -0.1% | 0.74% | +24.3% |
| Q1 2022 | $2,220,000 | -13.1% | 87,812 | -11.8% | 0.59% | +16.5% |
| Q4 2021 | $2,555,000 | -2.4% | 99,534 | -1.2% | 0.51% | +4.1% |
| Q3 2021 | $2,619,000 | -3.9% | 100,746 | -3.6% | 0.49% | +11.4% |
| Q2 2021 | $2,725,000 | +8.7% | 104,496 | +9.0% | 0.44% | +17.1% |
| Q1 2021 | $2,506,000 | +14.5% | 95,883 | +15.1% | 0.37% | -44.3% |
| Q4 2020 | $2,189,000 | +8.5% | 83,337 | +8.4% | 0.67% | -15.5% |
| Q3 2020 | $2,017,000 | – | 76,905 | – | 0.79% | – |
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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% |