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 | $1,490,700 | +214.8% | 60,279 | +213.4% | 0.11% | +229.4% |
| Q2 2023 | $473,590 | +15.2% | 19,236 | +15.0% | 0.03% | +9.7% |
| Q1 2023 | $411,219 | +84862.6% | 16,723 | -15.5% | 0.03% | -18.4% |
| Q4 2022 | $484 | -99.9% | 19,800 | -35.0% | 0.04% | -38.7% |
| Q3 2022 | $742,000 | -21.0% | 30,468 | -19.7% | 0.06% | -13.9% |
| Q2 2022 | $939,000 | -3.0% | 37,940 | -1.7% | 0.07% | +10.8% |
| Q1 2022 | $968,000 | +11.9% | 38,580 | +15.7% | 0.06% | +18.2% |
| Q4 2021 | $865,000 | +8.7% | 33,359 | +10.2% | 0.06% | 0.0% |
| Q3 2021 | $796,000 | +53.4% | 30,267 | +53.9% | 0.06% | +52.8% |
| Q2 2021 | $519,000 | +20.1% | 19,665 | +19.9% | 0.04% | +12.5% |
| Q1 2021 | $432,000 | – | 16,407 | – | 0.03% | – |
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% |