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 | $693,331 | +106566.3% | 28,036 | +6.1% | 0.02% | +10.5% |
| Q2 2023 | $650 | +1.2% | 26,417 | +1.1% | 0.02% | -5.0% |
| Q1 2023 | $642 | +4.7% | 26,138 | +4.2% | 0.02% | -4.8% |
| Q4 2022 | $613 | -99.7% | 25,081 | +209.8% | 0.02% | +250.0% |
| Q4 2021 | $210,000 | -1.4% | 8,096 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $213,000 | 0.0% | 8,096 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $213,000 | -0.5% | 8,096 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $214,000 | -0.5% | 8,096 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $215,000 | +0.5% | 8,096 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $214,000 | +0.5% | 8,096 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $213,000 | +6.5% | 8,096 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $200,000 | -44.8% | 8,096 | -42.6% | 0.01% | -29.4% |
| Q4 2019 | $362,000 | +37.6% | 14,109 | +37.7% | 0.02% | +21.4% |
| Q3 2019 | $263,000 | +0.8% | 10,245 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $261,000 | – | 10,245 | – | 0.01% | – |
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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% |