ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139 | -33.5% | 5,476 | -33.6% | 0.02% | -31.4% |
| Q2 2023 | $209 | +0.5% | 8,246 | 0.0% | 0.04% | -5.4% |
| Q1 2023 | $208 | +1.0% | 8,246 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $206 | -99.9% | 8,246 | -19.5% | 0.04% | -30.2% |
| Q3 2022 | $255,000 | +34.2% | 10,242 | +35.0% | 0.05% | +32.5% |
| Q2 2022 | $190,000 | -82.1% | 7,586 | -81.9% | 0.04% | -80.3% |
| Q1 2022 | $1,062,000 | -3.7% | 42,019 | -2.2% | 0.20% | -0.5% |
| Q4 2021 | $1,103,000 | -28.9% | 42,979 | -28.0% | 0.20% | -27.4% |
| Q3 2021 | $1,552,000 | -17.2% | 59,710 | -17.0% | 0.28% | -17.8% |
| Q2 2021 | $1,875,000 | -1.6% | 71,901 | -1.3% | 0.34% | -8.1% |
| Q1 2021 | $1,905,000 | +3710.0% | 72,862 | +3718.8% | 0.37% | +3620.0% |
| Q4 2020 | $50,000 | – | 1,908 | – | 0.01% | – |
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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% |