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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,968,459 | -20.7% | 79,598 | -21.1% | 0.07% | -17.1% |
Q2 2023 | $2,482,410 | -53.0% | 100,829 | -53.1% | 0.08% | -55.4% |
Q1 2023 | $5,284,883 | -28.5% | 214,920 | -29.0% | 0.18% | -34.3% |
Q4 2022 | $7,387,490 | +45.5% | 302,518 | +45.1% | 0.28% | +28.4% |
Q3 2022 | $5,078,000 | -83.4% | 208,553 | -83.1% | 0.22% | -83.0% |
Q2 2022 | $30,592,000 | +7.0% | 1,236,051 | +7.1% | 1.28% | +12.4% |
Q1 2022 | $28,596,000 | – | 1,153,996 | – | 1.14% | – |
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% |