ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 42 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $10,137 | +1.4% | 405 | 0.0% | 0.00% | – |
| Q3 2022 | $10,000 | -47.4% | 405 | -44.6% | 0.00% | – |
| Q2 2020 | $19,000 | +5.6% | 731 | 0.0% | 0.00% | – |
| Q1 2020 | $18,000 | -5.3% | 731 | 0.0% | 0.00% | – |
| Q4 2019 | $19,000 | +533.3% | 731 | +458.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 131 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | – | 131 | – | 0.00% | – |
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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% |