ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,564,000 | -9.3% | 1,195,450 | -9.7% | 0.01% | -11.1% |
| Q2 2023 | $32,601,000 | -0.8% | 1,324,200 | -0.9% | 0.01% | 0.0% |
| Q1 2023 | $32,852,000 | +12.7% | 1,336,001 | +11.9% | 0.01% | +12.5% |
| Q4 2022 | $29,147,000 | +15.8% | 1,193,552 | +15.4% | 0.01% | 0.0% |
| Q3 2022 | $25,176,000 | -17.4% | 1,033,950 | -16.0% | 0.01% | -11.1% |
| Q2 2022 | $30,481,000 | +38.9% | 1,231,561 | +40.8% | 0.01% | +80.0% |
| Q1 2022 | $21,951,000 | -8.6% | 874,543 | -5.6% | 0.01% | 0.0% |
| Q4 2021 | $24,010,000 | -4.5% | 925,968 | -3.2% | 0.01% | -28.6% |
| Q3 2021 | $25,154,000 | +3.3% | 956,802 | +3.6% | 0.01% | +16.7% |
| Q2 2021 | $24,356,000 | +11.5% | 923,627 | +11.6% | 0.01% | 0.0% |
| Q1 2021 | $21,845,000 | +23.3% | 827,765 | +24.2% | 0.01% | +20.0% |
| Q4 2020 | $17,719,000 | +27.1% | 666,629 | +26.4% | 0.01% | 0.0% |
| Q3 2020 | $13,944,000 | +16.6% | 527,280 | +16.2% | 0.01% | 0.0% |
| Q2 2020 | $11,962,000 | +47.0% | 453,793 | +37.9% | 0.01% | +25.0% |
| Q1 2020 | $8,138,000 | +16.4% | 329,153 | +20.9% | 0.00% | +33.3% |
| Q4 2019 | $6,994,000 | +70.6% | 272,244 | +70.6% | 0.00% | +50.0% |
| Q3 2019 | $4,100,000 | +29.6% | 159,594 | +28.5% | 0.00% | +100.0% |
| Q2 2019 | $3,164,000 | +16.2% | 124,167 | +13.4% | 0.00% | 0.0% |
| Q1 2019 | $2,724,000 | +22.9% | 109,509 | +18.1% | 0.00% | 0.0% |
| Q4 2018 | $2,216,000 | -26.3% | 92,726 | -25.7% | 0.00% | 0.0% |
| Q3 2018 | $3,008,000 | +14.2% | 124,843 | +14.1% | 0.00% | 0.0% |
| Q2 2018 | $2,634,000 | +53.0% | 109,451 | +55.0% | 0.00% | 0.0% |
| Q1 2018 | $1,722,000 | +6050.0% | 70,608 | +6318.9% | 0.00% | – |
| Q4 2017 | $28,000 | 0.0% | 1,100 | 0.0% | 0.00% | – |
| Q3 2017 | $28,000 | 0.0% | 1,100 | 0.0% | 0.00% | – |
| Q2 2017 | $28,000 | +3.7% | 1,100 | 0.0% | 0.00% | – |
| Q1 2017 | $27,000 | -6.9% | 1,100 | -8.3% | 0.00% | – |
| Q4 2016 | $29,000 | +480.0% | 1,200 | +500.0% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2016 | $5,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 388,888 | $10,224,000 | 4.73% |
| Paradigm, Strategies in Wealth Management, LLC | 177,882 | $4,677,000 | 4.42% |
| PFG Private Wealth Management, LLC | 271,921 | $7,149,000 | 4.18% |
| Aptus Capital Advisors, LLC | 5,048,729 | $132,731,000 | 3.42% |
| RVW Wealth, LLC | 938,040 | $25,000,000 | 3.00% |
| Cribstone Capital Management, LLC | 172,887 | $4,545,000 | 2.71% |
| Peloton Wealth Strategists | 221,700 | $5,828,000 | 2.39% |
| SONATA CAPITAL GROUP INC | 196,028 | $5,154,000 | 2.31% |
| Day & Ennis, LLC | 214,751 | $5,646,000 | 1.95% |
| SIGMA INVESTMENT COUNSELORS INC | 957,067 | $25,161,000 | 1.86% |