ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,172 | -34.0% | 22,975 | -34.3% | 0.12% | -31.4% |
| Q2 2023 | $861,085 | -5.3% | 34,975 | -5.4% | 0.18% | -11.6% |
| Q1 2023 | $909,216 | +0.7% | 36,975 | 0.0% | 0.20% | -6.2% |
| Q4 2022 | $902,930 | -4.4% | 36,975 | -4.6% | 0.21% | -7.9% |
| Q3 2022 | $944,000 | -18.1% | 38,775 | -16.7% | 0.23% | -10.9% |
| Q2 2022 | $1,153,000 | +1.3% | 46,575 | +2.8% | 0.26% | +19.5% |
| Q1 2022 | $1,138,000 | -1.0% | 45,325 | +2.3% | 0.22% | +12.0% |
| Q4 2021 | $1,149,000 | +2.1% | 44,325 | +3.5% | 0.19% | -7.7% |
| Q3 2021 | $1,125,000 | +9.9% | 42,825 | +10.3% | 0.21% | +7.8% |
| Q2 2021 | $1,024,000 | +84.2% | 38,825 | +84.2% | 0.19% | +73.9% |
| Q1 2021 | $556,000 | – | 21,075 | – | 0.11% | – |
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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% |