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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $270,350 | +0.4% | 10,690 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $269,281 | +0.6% | 10,690 | 0.0% | 0.03% | -6.1% |
| Q4 2022 | $267,571 | +0.2% | 10,690 | 0.0% | 0.03% | -19.5% |
| Q3 2022 | $267,000 | -0.4% | 10,690 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $268,000 | -0.7% | 10,690 | 0.0% | 0.04% | +5.0% |
| Q1 2022 | $270,000 | -1.5% | 10,690 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $274,000 | -8.4% | 10,690 | -7.1% | 0.04% | -21.2% |
| Q3 2021 | $299,000 | -0.3% | 11,513 | 0.0% | 0.05% | -10.3% |
| Q2 2021 | $300,000 | -0.3% | 11,513 | 0.0% | 0.06% | -6.5% |
| Q1 2021 | $301,000 | -0.3% | 11,513 | 0.0% | 0.06% | -13.9% |
| Q4 2020 | $302,000 | 0.0% | 11,513 | 0.0% | 0.07% | -16.3% |
| Q3 2020 | $302,000 | +49.5% | 11,513 | +49.4% | 0.09% | +45.8% |
| Q2 2020 | $202,000 | -74.8% | 7,705 | -75.9% | 0.06% | -79.8% |
| Q1 2020 | $800,000 | -7.4% | 31,991 | -5.4% | 0.29% | +7.0% |
| Q4 2019 | $864,000 | – | 33,816 | – | 0.27% | – |
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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% |