ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $995 | -2.0% | 39,221 | -2.3% | 0.01% | 0.0% |
| Q2 2023 | $1,015 | +1.2% | 40,128 | +0.8% | 0.01% | -14.3% |
| Q1 2023 | $1,003 | -45.0% | 39,827 | -45.3% | 0.01% | -41.7% |
| Q4 2022 | $1,822 | -99.8% | 72,792 | +92.1% | 0.01% | +71.4% |
| Q3 2022 | $945,000 | +119.8% | 37,893 | +121.2% | 0.01% | +133.3% |
| Q2 2022 | $430,000 | +51.9% | 17,133 | +52.8% | 0.00% | +50.0% |
| Q1 2022 | $283,000 | -3.4% | 11,211 | -1.8% | 0.00% | 0.0% |
| Q4 2021 | $293,000 | -14.8% | 11,417 | -13.7% | 0.00% | -33.3% |
| Q3 2021 | $344,000 | -2.8% | 13,227 | -2.4% | 0.00% | 0.0% |
| Q2 2021 | $354,000 | +2.3% | 13,558 | +2.4% | 0.00% | 0.0% |
| Q1 2021 | $346,000 | -0.9% | 13,244 | -0.2% | 0.00% | -25.0% |
| Q4 2020 | $349,000 | +4.2% | 13,276 | +3.9% | 0.00% | 0.0% |
| Q3 2020 | $335,000 | -2.0% | 12,783 | -2.0% | 0.00% | -20.0% |
| Q2 2020 | $342,000 | +8.2% | 13,050 | +3.1% | 0.01% | 0.0% |
| Q1 2020 | $316,000 | -24.9% | 12,656 | -23.2% | 0.01% | -16.7% |
| Q4 2019 | $421,000 | +42.2% | 16,469 | +42.4% | 0.01% | +20.0% |
| Q3 2019 | $296,000 | -23.9% | 11,563 | -24.4% | 0.01% | -16.7% |
| Q2 2019 | $389,000 | -81.6% | 15,300 | -81.9% | 0.01% | -81.8% |
| Q1 2019 | $2,113,000 | +5.4% | 84,502 | +2.0% | 0.03% | -8.3% |
| Q4 2018 | $2,004,000 | – | 82,847 | – | 0.04% | – |
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% |