ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,009,563 | +18.4% | 434,131 | +18.0% | 1.29% | +15.1% |
| Q2 2023 | $9,301,941 | +13.9% | 367,811 | +13.5% | 1.12% | +5.5% |
| Q1 2023 | $8,166,018 | +104258.1% | 324,177 | +3.7% | 1.06% | +0.2% |
| Q4 2022 | $7,825 | -99.9% | 312,611 | -6.3% | 1.06% | -12.5% |
| Q3 2022 | $8,323,000 | -2.1% | 333,600 | -1.6% | 1.21% | +4.7% |
| Q2 2022 | $8,502,000 | +370.0% | 338,880 | +373.6% | 1.16% | +436.6% |
| Q1 2022 | $1,809,000 | +79.1% | 71,551 | +81.8% | 0.22% | +80.0% |
| Q4 2021 | $1,010,000 | -3.8% | 39,348 | -2.6% | 0.12% | -11.1% |
| Q3 2021 | $1,050,000 | +2.4% | 40,383 | +2.7% | 0.14% | +3.8% |
| Q2 2021 | $1,025,000 | +16.5% | 39,313 | +16.8% | 0.13% | +11.1% |
| Q1 2021 | $880,000 | +6.7% | 33,661 | +7.2% | 0.12% | -26.9% |
| Q4 2020 | $825,000 | +35.7% | 31,404 | +35.6% | 0.16% | +24.0% |
| Q3 2020 | $608,000 | +72.7% | 23,162 | +72.4% | 0.13% | +67.5% |
| Q2 2020 | $352,000 | +241.7% | 13,436 | +225.6% | 0.08% | +220.8% |
| Q1 2020 | $103,000 | +194.3% | 4,127 | +199.9% | 0.02% | +242.9% |
| Q4 2019 | $35,000 | – | 1,376 | – | 0.01% | – |
Download | ||||||
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% |