ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,100 | -5.2% | 19,444 | -5.5% | 0.21% | -1.9% |
| Q2 2023 | $520,392 | +0.4% | 20,577 | 0.0% | 0.21% | -5.8% |
| Q1 2023 | $518,335 | +2.5% | 20,577 | +1.9% | 0.23% | -3.4% |
| Q4 2022 | $505,656 | +0.3% | 20,202 | 0.0% | 0.23% | -10.0% |
| Q3 2022 | $504,040 | -0.6% | 20,202 | 0.0% | 0.26% | +2.8% |
| Q2 2022 | $506,868 | +1.8% | 20,202 | +2.6% | 0.25% | +17.7% |
| Q1 2022 | $497,687 | -14.9% | 19,687 | -13.6% | 0.22% | -8.5% |
| Q4 2021 | $585,096 | – | 22,793 | – | 0.24% | – |
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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% |