ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,304 | -5.3% | 20,635 | -5.6% | 0.41% | -2.4% |
| Q2 2023 | $552,713 | -15.1% | 21,855 | -15.5% | 0.42% | -19.7% |
| Q1 2023 | $651,262 | +0.6% | 25,854 | 0.0% | 0.52% | -3.2% |
| Q4 2022 | $647,126 | -3.6% | 25,854 | -3.9% | 0.54% | -17.5% |
| Q3 2022 | $671,000 | -17.9% | 26,894 | -17.4% | 0.65% | -11.9% |
| Q2 2022 | $817,000 | -0.7% | 32,564 | 0.0% | 0.74% | +7.4% |
| Q1 2022 | $823,000 | -14.7% | 32,564 | -13.3% | 0.69% | -10.8% |
| Q4 2021 | $965,000 | -6.4% | 37,574 | -5.2% | 0.77% | -11.6% |
| Q3 2021 | $1,031,000 | -0.3% | 39,644 | 0.0% | 0.87% | -0.1% |
| Q2 2021 | $1,034,000 | -0.2% | 39,644 | 0.0% | 0.87% | -6.1% |
| Q1 2021 | $1,036,000 | -2.1% | 39,644 | -1.5% | 0.93% | +2.8% |
| Q4 2020 | $1,058,000 | – | 40,259 | – | 0.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 518,671 | $13,605,000 | 6.90% |
| TLWM | 372,373 | $9,767,000 | 4.62% |
| RVW Wealth, LLC | 865,627 | $22,705,000 | 3.83% |
| PFG Private Wealth Management, LLC | 162,349 | $4,258,000 | 3.71% |
| Aptus Capital Advisors, LLC | 2,526,766 | $66,129,000 | 3.51% |
| MV CAPITAL MANAGEMENT, INC. | 616,728 | $16,177,000 | 3.36% |
| Day & Ennis, LLC | 244,561 | $6,415,000 | 2.79% |
| Cribstone Capital Management, LLC | 124,926 | $3,277,000 | 2.68% |
| Camelot Portfolios, LLC | 147,186 | $3,861,000 | 2.41% |
| Sound View Wealth Advisors Group, LLC | 343,846 | $9,019,000 | 2.38% |