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 | $2,804,018 | +0.5% | 110,569 | +0.2% | 0.14% | +2.2% |
| Q2 2023 | $2,789,730 | +2869.7% | 110,310 | +2858.2% | 0.14% | +2660.0% |
| Q1 2023 | $93,941 | +1.1% | 3,729 | +0.5% | 0.01% | -16.7% |
| Q4 2022 | $92,913 | +1.0% | 3,712 | +1.2% | 0.01% | 0.0% |
| Q3 2022 | $92,000 | 0.0% | 3,668 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $92,000 | +228.6% | 3,668 | +236.2% | 0.01% | +200.0% |
| Q4 2021 | $28,000 | -73.3% | 1,091 | -72.9% | 0.00% | -33.3% |
| Q3 2021 | $105,000 | +262.1% | 4,023 | +258.6% | 0.00% | +200.0% |
| Q2 2021 | $29,000 | 0.0% | 1,122 | +2.3% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | – | 1,097 | – | 0.00% | – |
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% |