ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $537,807 | +0.7% | 21,590 | 0.0% | 0.06% | -22.6% |
| Q3 2023 | $533,921 | +0.4% | 21,590 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $531,546 | -48.4% | 21,590 | -48.5% | 0.08% | -50.6% |
| Q1 2023 | $1,030,813 | +46797.8% | 41,920 | -53.4% | 0.17% | -51.6% |
| Q4 2022 | $2,198 | -99.9% | 89,990 | -10.0% | 0.35% | -15.6% |
| Q3 2022 | $2,435,000 | -1.6% | 99,990 | 0.0% | 0.41% | +3.3% |
| Q2 2022 | $2,475,000 | – | 99,990 | – | 0.40% | – |
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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% |