ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,793,254 | -7.4% | 386,169 | -7.7% | 0.28% | -4.4% |
| Q2 2023 | $10,581,431 | -31.5% | 418,404 | -31.8% | 0.30% | -34.7% |
| Q1 2023 | $15,448,130 | -8.2% | 613,264 | -8.8% | 0.45% | -12.9% |
| Q4 2022 | $16,835,588 | +6.4% | 672,616 | +6.1% | 0.52% | -4.4% |
| Q3 2022 | $15,823,000 | +15.1% | 634,197 | +15.7% | 0.54% | +19.9% |
| Q2 2022 | $13,748,000 | +38.4% | 547,928 | +39.5% | 0.45% | +59.5% |
| Q1 2022 | $9,933,000 | +0.3% | 392,918 | +1.9% | 0.28% | +1.8% |
| Q4 2021 | $9,900,000 | +4.2% | 385,688 | +5.5% | 0.28% | -17.7% |
| Q3 2021 | $9,504,000 | -0.4% | 365,513 | -0.1% | 0.34% | -2.0% |
| Q2 2021 | $9,540,000 | +1.0% | 365,866 | +1.3% | 0.35% | -6.5% |
| Q1 2021 | $9,446,000 | -0.8% | 361,329 | -0.3% | 0.37% | -4.9% |
| Q4 2020 | $9,518,000 | +1.1% | 362,311 | +1.0% | 0.39% | -8.7% |
| Q3 2020 | $9,411,000 | +1.4% | 358,799 | +1.4% | 0.43% | -8.6% |
| Q2 2020 | $9,283,000 | +26.3% | 353,910 | +20.4% | 0.47% | +3.6% |
| Q1 2020 | $7,348,000 | +5.3% | 293,892 | +7.6% | 0.45% | +26.1% |
| Q4 2019 | $6,979,000 | +8.1% | 273,061 | +8.3% | 0.36% | -1.9% |
| Q3 2019 | $6,455,000 | +22.1% | 252,154 | +20.7% | 0.36% | +20.9% |
| Q2 2019 | $5,285,000 | +9.5% | 208,989 | +8.3% | 0.30% | +4.5% |
| Q1 2019 | $4,826,000 | +23.6% | 192,944 | +19.6% | 0.29% | +11.2% |
| Q4 2018 | $3,903,000 | +0.5% | 161,377 | +1.0% | 0.26% | +14.6% |
| Q3 2018 | $3,884,000 | +6.3% | 159,837 | +6.2% | 0.23% | -3.0% |
| Q2 2018 | $3,653,000 | +28.7% | 150,454 | +29.8% | 0.23% | +29.4% |
| Q1 2018 | $2,838,000 | +196.2% | 115,955 | +203.4% | 0.18% | +210.3% |
| Q4 2017 | $958,000 | – | 38,215 | – | 0.06% | – |
Download | ||||||
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% |