ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,435 | +0.2% | 4,870 | -0.2% | 0.02% | +6.7% |
| Q2 2023 | $120,146 | -0.2% | 4,880 | -0.3% | 0.02% | -6.2% |
| Q1 2023 | $120,417 | +308661.5% | 4,897 | +202.8% | 0.02% | +166.7% |
| Q4 2022 | $39 | -99.9% | 1,617 | -0.5% | 0.01% | 0.0% |
| Q3 2022 | $40,000 | -2.4% | 1,625 | -2.3% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | – | 1,663 | – | 0.01% | – |
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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% |