ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,338 | +1.3% | 20,755 | +1.1% | 0.42% | +2.2% |
| Q2 2023 | $519,371 | +2.8% | 20,536 | +2.4% | 0.41% | -1.0% |
| Q1 2023 | $504,999 | +87.7% | 20,048 | +86.9% | 0.42% | +72.7% |
| Q4 2022 | $269,000 | +146.8% | 10,728 | +144.7% | 0.24% | +126.2% |
| Q3 2022 | $109,000 | -38.4% | 4,385 | -37.7% | 0.11% | -35.5% |
| Q2 2022 | $177,000 | -44.3% | 7,035 | -44.1% | 0.17% | -41.1% |
| Q1 2022 | $318,000 | 0.0% | 12,574 | +1.6% | 0.28% | +9.7% |
| Q4 2021 | $318,000 | +13.2% | 12,373 | +14.3% | 0.26% | +5.3% |
| Q3 2021 | $281,000 | +57.0% | 10,823 | +57.9% | 0.24% | +51.6% |
| Q2 2021 | $179,000 | +1.7% | 6,855 | +1.8% | 0.16% | -5.3% |
| Q1 2021 | $176,000 | – | 6,731 | – | 0.17% | – |
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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% |