ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 252 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,084 | -13.5% | 21,415 | -13.8% | 0.36% | -12.5% |
| Q2 2023 | $628,181 | +4.8% | 24,839 | +4.4% | 0.41% | +10.0% |
| Q1 2023 | $599,154 | +7.0% | 23,785 | +6.4% | 0.37% | +0.8% |
| Q4 2022 | $559,728 | +93.0% | 22,362 | +92.3% | 0.37% | +78.6% |
| Q3 2022 | $290,000 | -0.3% | 11,631 | +0.4% | 0.21% | -7.6% |
| Q2 2022 | $291,000 | -11.3% | 11,580 | -10.8% | 0.22% | -1.8% |
| Q1 2022 | $328,000 | +2.5% | 12,986 | +4.3% | 0.23% | +5.1% |
| Q4 2021 | $320,000 | -0.3% | 12,447 | +0.8% | 0.22% | -23.4% |
| Q3 2021 | $321,000 | +8.4% | 12,351 | +8.9% | 0.28% | -7.2% |
| Q2 2021 | $296,000 | – | 11,342 | – | 0.30% | – |
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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% |