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 | $2,218 | +0.6% | 89,680 | +0.1% | 0.52% | +8.8% |
| Q2 2023 | $2,205 | -1.4% | 89,575 | -1.5% | 0.48% | -3.2% |
| Q1 2023 | $2,237 | -7.2% | 90,955 | -7.8% | 0.50% | -6.2% |
| Q4 2022 | $2,410 | -99.9% | 98,670 | +5.3% | 0.53% | -7.7% |
| Q3 2022 | $2,281,000 | -1.6% | 93,660 | -0.0% | 0.57% | +9.2% |
| Q2 2022 | $2,318,000 | -1.8% | 93,670 | -0.4% | 0.52% | +13.9% |
| Q1 2022 | $2,361,000 | -2.3% | 94,050 | +0.9% | 0.46% | +7.2% |
| Q4 2021 | $2,416,000 | +21.5% | 93,170 | +23.2% | 0.43% | +10.6% |
| Q3 2021 | $1,989,000 | +3.3% | 75,645 | +3.6% | 0.39% | +5.1% |
| Q2 2021 | $1,926,000 | -49.2% | 73,040 | -49.0% | 0.37% | -49.0% |
| Q1 2021 | $3,793,000 | +100.3% | 143,240 | +101.0% | 0.72% | +103.7% |
| Q4 2020 | $1,894,000 | +93.3% | 71,275 | +92.2% | 0.36% | +74.0% |
| Q3 2020 | $980,000 | -88.0% | 37,090 | +19.6% | 0.20% | -85.8% |
| Q2 2020 | $8,174,000 | +1022.8% | 31,010 | +5.2% | 1.43% | +643.0% |
| Q1 2020 | $728,000 | +4.6% | 29,480 | +8.7% | 0.19% | +48.5% |
| Q4 2019 | $696,000 | – | 27,110 | – | 0.13% | – |
Download | ||||||
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% |