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 | $5,800 | -1.2% | 234,550 | -1.7% | 2.67% | +2.9% |
| Q2 2023 | $5,873 | -0.1% | 238,550 | -0.2% | 2.60% | -3.2% |
| Q1 2023 | $5,878 | +0.6% | 239,050 | -0.1% | 2.68% | -4.5% |
| Q4 2022 | $5,841 | -99.9% | 239,200 | -2.0% | 2.81% | -9.1% |
| Q3 2022 | $5,946,000 | -1.2% | 244,200 | +0.4% | 3.09% | +5.4% |
| Q2 2022 | $6,019,000 | -3.0% | 243,200 | -1.6% | 2.94% | +13.2% |
| Q1 2022 | $6,205,000 | +5.3% | 247,200 | +8.8% | 2.59% | +9.8% |
| Q4 2021 | $5,891,000 | +1.1% | 227,200 | +2.5% | 2.36% | -1.0% |
| Q3 2021 | $5,828,000 | +11.8% | 221,700 | +12.1% | 2.39% | +10.9% |
| Q2 2021 | $5,213,000 | +22.9% | 197,700 | +23.0% | 2.15% | +8.0% |
| Q1 2021 | $4,241,000 | +25.6% | 160,700 | +26.5% | 1.99% | +19.1% |
| Q4 2020 | $3,376,000 | +4.9% | 127,000 | +4.4% | 1.67% | -7.2% |
| Q3 2020 | $3,218,000 | +25.0% | 121,700 | +24.6% | 1.80% | +11.2% |
| Q2 2020 | $2,575,000 | +18.1% | 97,700 | +10.8% | 1.62% | -8.7% |
| Q1 2020 | $2,180,000 | +66.4% | 88,200 | +72.9% | 1.78% | +123.4% |
| Q4 2019 | $1,310,000 | +7.4% | 51,000 | +7.4% | 0.80% | +1.9% |
| Q3 2019 | $1,220,000 | +152.1% | 47,500 | +150.0% | 0.78% | +140.7% |
| Q2 2019 | $484,000 | – | 19,000 | – | 0.32% | – |
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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% |