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% | – |
Download | ||||||
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% |