ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,296,693 | -2.8% | 52,434 | -3.2% | 0.01% | 0.0% |
| Q2 2023 | $1,334,232 | +111086.0% | 54,193 | +11.1% | 0.01% | +9.1% |
| Q1 2023 | $1,200 | +21.2% | 48,798 | +20.4% | 0.01% | +22.2% |
| Q4 2022 | $990 | -99.9% | 40,533 | +4.5% | 0.01% | -10.0% |
| Q3 2022 | $945,000 | -28.5% | 38,802 | -27.4% | 0.01% | -23.1% |
| Q2 2022 | $1,322,000 | +61.0% | 53,415 | +63.4% | 0.01% | +85.7% |
| Q1 2022 | $821,000 | +83.7% | 32,691 | +89.9% | 0.01% | +133.3% |
| Q4 2021 | $447,000 | -14.9% | 17,217 | -13.8% | 0.00% | -40.0% |
| Q3 2021 | $525,000 | +8.2% | 19,979 | +8.5% | 0.01% | +25.0% |
| Q2 2021 | $485,000 | +3.6% | 18,406 | +3.8% | 0.00% | 0.0% |
| Q1 2021 | $468,000 | +5.4% | 17,738 | +6.3% | 0.00% | 0.0% |
| Q4 2020 | $444,000 | +15.9% | 16,693 | +15.4% | 0.00% | 0.0% |
| Q3 2020 | $383,000 | +4.4% | 14,468 | +3.8% | 0.00% | 0.0% |
| Q2 2020 | $367,000 | – | 13,939 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 521,213 | $13,854,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 345,931 | $9,195,000 | 4.76% |
| PFG Private Wealth Management, LLC | 208,889 | $5,552,000 | 4.26% |
| Aptus Capital Advisors, LLC | 3,153,914 | $83,831,000 | 3.84% |
| RVW Wealth, LLC | 822,555 | $22,000,000 | 3.23% |
| Cribstone Capital Management, LLC | 145,919 | $3,879,000 | 2.66% |
| Day & Ennis, LLC | 221,485 | $5,887,000 | 2.34% |
| Signature Wealth Management Group | 122,346 | $3,252,000 | 2.05% |
| CAPITAL ADVISORS INC/OK | 1,946,682 | $51,743,000 | 1.84% |
| Gateway Advisory, LLC | 302,596 | $8,043,000 | 1.75% |