ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,692,561 | -32.2% | 594,118 | -32.5% | 0.02% | -32.1% |
| Q2 2023 | $21,655,985 | +40.8% | 879,610 | +40.6% | 0.03% | +33.3% |
| Q1 2023 | $15,385,646 | +36.3% | 625,687 | +35.4% | 0.02% | +23.5% |
| Q4 2022 | $11,287,265 | +320.7% | 462,214 | +319.6% | 0.02% | +240.0% |
| Q3 2022 | $2,683,000 | +151.7% | 110,150 | +155.9% | 0.01% | +150.0% |
| Q2 2022 | $1,066,000 | +11.5% | 43,051 | +13.0% | 0.00% | 0.0% |
| Q1 2022 | $956,000 | -31.5% | 38,113 | -29.2% | 0.00% | 0.0% |
| Q4 2021 | $1,396,000 | +5.7% | 53,817 | +7.1% | 0.00% | 0.0% |
| Q3 2021 | $1,321,000 | +1.8% | 50,263 | +2.1% | 0.00% | 0.0% |
| Q2 2021 | $1,298,000 | +21.5% | 49,214 | +21.7% | 0.00% | 0.0% |
| Q1 2021 | $1,068,000 | +10.3% | 40,443 | +11.0% | 0.00% | 0.0% |
| Q4 2020 | $968,000 | -6.7% | 36,424 | -7.1% | 0.00% | -33.3% |
| Q3 2020 | $1,037,000 | +17.0% | 39,210 | +16.6% | 0.00% | 0.0% |
| Q2 2020 | $886,000 | +33.6% | 33,616 | +25.3% | 0.00% | 0.0% |
| Q1 2020 | $663,000 | -21.4% | 26,825 | -18.2% | 0.00% | 0.0% |
| Q4 2019 | $843,000 | -25.1% | 32,795 | -25.2% | 0.00% | -25.0% |
| Q3 2019 | $1,126,000 | +47.4% | 43,823 | +46.2% | 0.00% | +33.3% |
| Q2 2019 | $764,000 | +28.4% | 29,981 | +25.5% | 0.00% | 0.0% |
| Q1 2019 | $595,000 | +57.8% | 23,898 | +51.3% | 0.00% | +50.0% |
| Q4 2018 | $377,000 | +34.2% | 15,794 | +35.2% | 0.00% | +100.0% |
| Q3 2018 | $281,000 | +124.8% | 11,678 | +125.6% | 0.00% | 0.0% |
| Q2 2018 | $125,000 | +108.3% | 5,176 | +109.2% | 0.00% | – |
| Q1 2018 | $60,000 | – | 2,474 | – | 0.00% | – |
Download | ||||||
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% |