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 | $1,203,831 | -9.1% | 47,470 | -9.3% | 0.10% | -16.0% |
| Q2 2023 | $1,324,162 | -0.1% | 52,359 | -0.5% | 0.12% | -1.7% |
| Q1 2023 | $1,325,466 | -2.2% | 52,619 | -2.8% | 0.12% | -4.0% |
| Q4 2022 | $1,355,622 | -2.4% | 54,160 | -2.7% | 0.13% | -9.4% |
| Q3 2022 | $1,389,000 | -0.1% | 55,653 | +0.4% | 0.14% | +6.9% |
| Q2 2022 | $1,391,000 | – | 55,444 | – | 0.13% | – |
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% |