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 | $207,343 | +0.3% | 8,176 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $206,771 | -7.4% | 8,176 | -7.7% | 0.00% | -25.0% |
Q1 2023 | $223,209 | +0.6% | 8,861 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $221,791 | +8.7% | 8,861 | +8.4% | 0.00% | 0.0% |
Q3 2022 | $204,000 | -0.5% | 8,176 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $205,000 | -1.0% | 8,176 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $207,000 | -1.4% | 8,176 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $210,000 | – | 8,176 | – | 0.00% | – |
Download |
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% |