ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 317 filers reported holding ISHARES TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 852,054 | $21,651,000 | 5.16% |
| TLWM | 350,918 | $8,926,000 | 5.14% |
| Day & Ennis, LLC | 219,679 | $5,582,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 124,336 | $3,159,000 | 2.25% |
| Aptus Capital Advisors, LLC | 594,416 | $15,066,000 | 2.12% |
| Matthew Goff Investment Advisor, LLC | 172,784 | $4,390,000 | 1.88% |
| Signature Wealth Management Group | 109,129 | $2,764,000 | 1.85% |
| Gateway Advisory, LLC | 281,461 | $7,152,000 | 1.84% |
| Sound View Wealth Advisors Group, LLC | 232,549 | $5,909,000 | 1.75% |
| Motley Fool Wealth Management, LLC | 982,245 | $24,959,000 | 1.56% |