ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,813,781 | +3.7% | 801,204 | +3.2% | 0.02% | +6.2% |
| Q2 2023 | $19,112,479 | -0.1% | 776,299 | -0.2% | 0.02% | -5.9% |
| Q1 2023 | $19,136,848 | +36.8% | 778,237 | +35.8% | 0.02% | +30.8% |
| Q4 2022 | $13,991,517 | +16.2% | 572,951 | +15.8% | 0.01% | +8.3% |
| Q3 2022 | $12,043,000 | +3.8% | 494,596 | +5.5% | 0.01% | +9.1% |
| Q2 2022 | $11,606,000 | +27.1% | 468,939 | +28.9% | 0.01% | +37.5% |
| Q1 2022 | $9,129,000 | +15.1% | 363,716 | +18.9% | 0.01% | +33.3% |
| Q4 2021 | $7,933,000 | -10.6% | 305,950 | -9.4% | 0.01% | -25.0% |
| Q3 2021 | $8,873,000 | +0.6% | 337,521 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $8,819,000 | +2.3% | 334,417 | +2.4% | 0.01% | -11.1% |
| Q1 2021 | $8,617,000 | -17.0% | 326,512 | -16.4% | 0.01% | -18.2% |
| Q4 2020 | $10,385,000 | +7.6% | 390,694 | +7.1% | 0.01% | -8.3% |
| Q3 2020 | $9,648,000 | +6.7% | 364,817 | +6.4% | 0.01% | 0.0% |
| Q2 2020 | $9,042,000 | +35.6% | 343,030 | +27.2% | 0.01% | +9.1% |
| Q1 2020 | $6,667,000 | +6.7% | 269,693 | +10.8% | 0.01% | +37.5% |
| Q4 2019 | $6,251,000 | +55.2% | 243,307 | +55.2% | 0.01% | +33.3% |
| Q3 2019 | $4,028,000 | -8.9% | 156,781 | -9.6% | 0.01% | 0.0% |
| Q2 2019 | $4,420,000 | +26.7% | 173,487 | +23.7% | 0.01% | +20.0% |
| Q1 2019 | $3,488,000 | +21.9% | 140,195 | +17.1% | 0.01% | 0.0% |
| Q4 2018 | $2,861,000 | +13.3% | 119,692 | +14.3% | 0.01% | +25.0% |
| Q3 2018 | $2,525,000 | +80.9% | 104,756 | +80.7% | 0.00% | +100.0% |
| Q2 2018 | $1,396,000 | +47.4% | 57,985 | +49.4% | 0.00% | 0.0% |
| Q1 2018 | $947,000 | +239.4% | 38,822 | +248.2% | 0.00% | +100.0% |
| Q4 2017 | $279,000 | +11.2% | 11,150 | +11.9% | 0.00% | 0.0% |
| Q3 2017 | $251,000 | -5.3% | 9,965 | -5.9% | 0.00% | 0.0% |
| Q2 2017 | $265,000 | – | 10,586 | – | 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% |