ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 219 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,708,316 | -7.0% | 146,227 | -7.3% | 1.18% | -4.3% |
| Q2 2023 | $3,987,474 | -5.0% | 157,670 | -5.4% | 1.23% | -9.7% |
| Q1 2023 | $4,199,475 | -6.3% | 166,712 | -6.9% | 1.36% | -15.4% |
| Q4 2022 | $4,480,495 | +4.6% | 179,005 | +4.2% | 1.61% | +0.4% |
| Q3 2022 | $4,285,000 | -0.3% | 171,749 | +0.3% | 1.61% | +1.8% |
| Q2 2022 | $4,297,000 | +2.5% | 171,296 | +3.3% | 1.58% | +10.5% |
| Q1 2022 | $4,192,000 | +2.2% | 165,832 | +3.8% | 1.43% | +7.3% |
| Q4 2021 | $4,100,000 | +4.6% | 159,734 | +6.0% | 1.33% | +0.2% |
| Q3 2021 | $3,920,000 | +3.0% | 150,751 | +3.3% | 1.33% | +4.6% |
| Q2 2021 | $3,804,000 | +7.9% | 145,895 | +8.1% | 1.27% | +2.3% |
| Q1 2021 | $3,527,000 | +7.7% | 134,932 | +8.3% | 1.24% | -0.6% |
| Q4 2020 | $3,274,000 | +13.2% | 124,640 | +13.0% | 1.25% | -2.1% |
| Q3 2020 | $2,893,000 | +8.4% | 110,286 | +8.4% | 1.28% | -2.1% |
| Q2 2020 | $2,668,000 | – | 101,717 | – | 1.30% | – |
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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% |