ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 100 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431 | -53.9% | 17 | -54.1% | 0.00% | – |
| Q2 2023 | $935 | -33.7% | 37 | -33.9% | 0.00% | – |
| Q1 2023 | $1,410 | +22.4% | 56 | +21.7% | 0.00% | – |
| Q4 2022 | $1,152 | – | 46 | +360.0% | 0.00% | – |
| Q3 2022 | $0 | – | 10 | +900.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q1 2019 | $84,000 | – | 3,342 | +334100.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |