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 | $745,164 | +0.4% | 30,132 | 0.0% | 0.06% | +4.9% |
Q2 2023 | $741,850 | -3.8% | 30,132 | -3.9% | 0.06% | +3.4% |
Q1 2023 | $771,265 | +183534.5% | 31,365 | +82.4% | 0.06% | +90.3% |
Q4 2022 | $420 | -100.0% | 17,193 | -51.2% | 0.03% | -55.1% |
Q3 2022 | $858,000 | +7.5% | 35,234 | +9.3% | 0.07% | +15.0% |
Q2 2022 | $798,000 | – | 32,224 | – | 0.06% | – |
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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% |