ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $445,659 | +0.4% | 18,021 | 0.0% | 0.02% | +5.6% |
| Q2 2023 | $443,677 | +0.1% | 18,021 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $443,136 | +8.9% | 18,021 | +8.2% | 0.02% | +12.5% |
| Q4 2022 | $406,862 | +0.2% | 16,661 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $406,000 | -1.5% | 16,661 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $412,000 | -1.4% | 16,661 | 0.0% | 0.02% | +5.9% |
| Q1 2022 | $418,000 | -1.2% | 16,661 | +2.1% | 0.02% | 0.0% |
| Q4 2021 | $423,000 | -1.4% | 16,326 | 0.0% | 0.02% | -15.0% |
| Q3 2021 | $429,000 | -8.9% | 16,326 | -8.7% | 0.02% | -9.1% |
| Q2 2021 | $471,000 | +0.4% | 17,873 | +0.6% | 0.02% | -8.3% |
| Q1 2021 | $469,000 | +3.8% | 17,773 | +4.4% | 0.02% | +4.3% |
| Q4 2020 | $452,000 | -3.0% | 17,017 | -3.5% | 0.02% | -8.0% |
| Q3 2020 | $466,000 | +0.2% | 17,635 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $465,000 | +6.7% | 17,635 | 0.0% | 0.03% | -13.3% |
| Q1 2020 | $436,000 | +1.6% | 17,635 | +5.5% | 0.03% | +20.0% |
| Q4 2019 | $429,000 | +2.1% | 16,709 | +2.1% | 0.02% | -3.8% |
| Q3 2019 | $420,000 | +1.2% | 16,366 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $415,000 | +2.0% | 16,366 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $407,000 | -36.7% | 16,366 | -39.1% | 0.03% | -41.7% |
| Q4 2018 | $643,000 | -2.7% | 26,889 | -2.0% | 0.05% | -9.4% |
| Q3 2018 | $661,000 | +4.1% | 27,432 | +3.9% | 0.05% | -7.0% |
| Q2 2018 | $635,000 | +0.8% | 26,397 | +2.3% | 0.06% | +5.6% |
| Q1 2018 | $630,000 | -7.6% | 25,812 | -5.2% | 0.05% | -12.9% |
| Q4 2017 | $682,000 | +14.2% | 27,239 | +14.9% | 0.06% | +31.9% |
| Q3 2017 | $597,000 | +0.5% | 23,703 | 0.0% | 0.05% | -6.0% |
| Q2 2017 | $594,000 | +5.1% | 23,703 | +3.8% | 0.05% | -2.0% |
| Q1 2017 | $565,000 | +10.8% | 22,832 | +9.7% | 0.05% | -5.6% |
| Q4 2016 | $510,000 | – | 20,816 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 207,849 | $5,390,000 | 5.46% |
| Aptus Capital Advisors, LLC | 6,433,684 | $166,825,000 | 5.01% |
| Tillar-Wenstrup Advisors, LLC | 387,967 | $10,060,000 | 4.74% |
| Cribstone Capital Management, LLC | 199,834 | $5,182,000 | 2.88% |
| PFG Private Wealth Management, LLC | 202,248 | $5,244,000 | 2.71% |
| RVW Wealth, LLC | 885,597 | $22,964,000 | 2.56% |
| SONATA CAPITAL GROUP INC | 230,556 | $5,978,000 | 2.50% |
| Peloton Wealth Strategists | 227,200 | $5,891,000 | 2.36% |
| CORDA Investment Management, LLC. | 984,800 | $25,536,000 | 2.01% |
| TOBIAS FINANCIAL ADVISORS, INC. | 984,800 | $25,536,000 | 2.01% |