ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 17 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,100,000 | +12.4% | 42,777 | +12.3% | 0.01% | 0.0% |
| Q3 2019 | $979,000 | +1.5% | 38,098 | +0.6% | 0.01% | 0.0% |
| Q2 2019 | $965,000 | +22.2% | 37,854 | +19.3% | 0.01% | +16.7% |
| Q1 2019 | $790,000 | +749.5% | 31,729 | +710.4% | 0.01% | +500.0% |
| Q4 2018 | $93,000 | +38.8% | 3,915 | +41.7% | 0.00% | 0.0% |
| Q3 2018 | $67,000 | +11.7% | 2,763 | +14.1% | 0.00% | 0.0% |
| Q2 2018 | $60,000 | 0.0% | 2,422 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $60,000 | -48.3% | 2,422 | -47.8% | 0.00% | 0.0% |
| Q4 2017 | $116,000 | +123.1% | 4,636 | +124.9% | 0.00% | 0.0% |
| Q3 2017 | $52,000 | 0.0% | 2,061 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $52,000 | +26.8% | 2,061 | +24.1% | 0.00% | 0.0% |
| Q1 2017 | $41,000 | 0.0% | 1,661 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $41,000 | -4.7% | 1,661 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $43,000 | +2.4% | 1,661 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $42,000 | +2.4% | 1,661 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $41,000 | – | 1,661 | – | 0.00% | – |
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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% |