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 | $5,518 | -0.2% | 223,120 | -0.6% | 2.94% | +3.1% |
| Q2 2023 | $5,528 | -0.4% | 224,525 | -0.5% | 2.86% | -4.9% |
| Q1 2023 | $5,551 | -0.5% | 225,755 | -1.2% | 3.00% | -3.2% |
| Q4 2022 | $5,578 | -99.9% | 228,415 | 0.0% | 3.10% | +1.2% |
| Q3 2022 | $5,562,000 | -1.5% | 228,415 | +0.1% | 3.06% | +4.5% |
| Q2 2022 | $5,646,000 | -2.1% | 228,115 | -0.7% | 2.93% | +15.2% |
| Q1 2022 | $5,768,000 | -3.5% | 229,810 | -0.3% | 2.55% | +1.7% |
| Q4 2021 | $5,978,000 | +16.0% | 230,556 | +17.6% | 2.50% | +8.4% |
| Q3 2021 | $5,154,000 | +32.4% | 196,028 | +32.8% | 2.31% | +30.5% |
| Q2 2021 | $3,892,000 | +69.7% | 147,589 | +69.8% | 1.77% | +60.8% |
| Q1 2021 | $2,294,000 | +8.0% | 86,910 | +8.7% | 1.10% | +4.9% |
| Q4 2020 | $2,125,000 | +174.5% | 79,935 | +173.3% | 1.05% | +132.8% |
| Q3 2020 | $774,000 | +16.2% | 29,252 | +15.7% | 0.45% | +6.9% |
| Q2 2020 | $666,000 | – | 25,277 | – | 0.42% | – |
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% |