ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,426,579 | -18.4% | 530,905 | -18.8% | 5.01% | -25.7% |
| Q1 2023 | $16,462,461 | +0.6% | 653,532 | -0.0% | 6.74% | -5.7% |
| Q4 2022 | $16,358,402 | +49.1% | 653,552 | +48.6% | 7.15% | +43.4% |
| Q3 2022 | $10,971,000 | -6.3% | 439,713 | -5.8% | 4.99% | -2.1% |
| Q2 2022 | $11,709,000 | -12.0% | 466,679 | -11.3% | 5.09% | +5.2% |
| Q1 2022 | $13,303,000 | +0.1% | 526,226 | +1.6% | 4.84% | +1.6% |
| Q4 2021 | $13,292,000 | +67.8% | 517,808 | +69.9% | 4.76% | +49.8% |
| Q3 2021 | $7,923,000 | +18.9% | 304,732 | +19.3% | 3.18% | +15.3% |
| Q2 2021 | $6,662,000 | +154.9% | 255,510 | +155.5% | 2.76% | +125.2% |
| Q1 2021 | $2,614,000 | +10.1% | 100,010 | +10.6% | 1.22% | -1.2% |
| Q4 2020 | $2,375,000 | +14.0% | 90,392 | +13.8% | 1.24% | -8.2% |
| Q3 2020 | $2,083,000 | +46.2% | 79,410 | +46.2% | 1.35% | +27.2% |
| Q2 2020 | $1,425,000 | +24.0% | 54,332 | +18.2% | 1.06% | +1.0% |
| Q1 2020 | $1,149,000 | +67.2% | 45,969 | +71.0% | 1.05% | +94.8% |
| Q4 2019 | $687,000 | – | 26,878 | – | 0.54% | – |
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% |