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 | $269,805 | -4.9% | 10,639 | -5.2% | 0.01% | -18.8% |
| Q2 2023 | $283,729 | -42.6% | 11,219 | -42.8% | 0.02% | -50.0% |
| Q1 2023 | $494,388 | +128.9% | 19,626 | +126.4% | 0.03% | +146.2% |
| Q3 2022 | $216,000 | -0.5% | 8,667 | 0.0% | 0.01% | -27.8% |
| Q2 2022 | $217,000 | +3.8% | 8,667 | +4.9% | 0.02% | -14.3% |
| Q1 2022 | $209,000 | -1.4% | 8,262 | 0.0% | 0.02% | -52.3% |
| Q4 2021 | $212,000 | – | 8,262 | – | 0.04% | – |
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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% |