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 | $2,333,512 | -31.1% | 94,360 | -31.4% | 0.53% | -27.5% |
| Q2 2023 | $3,385,430 | -0.6% | 137,507 | -0.7% | 0.73% | -6.3% |
| Q1 2023 | $3,404,591 | +21.4% | 138,454 | +20.6% | 0.78% | +19.6% |
| Q4 2022 | $2,804,173 | +51.5% | 114,831 | +51.1% | 0.65% | +46.2% |
| Q3 2022 | $1,851,000 | +45.5% | 76,019 | +48.0% | 0.45% | +59.9% |
| Q2 2022 | $1,272,000 | +51.6% | 51,375 | +53.7% | 0.28% | +75.5% |
| Q1 2022 | $839,000 | +117.4% | 33,415 | +124.2% | 0.16% | +140.9% |
| Q4 2021 | $386,000 | – | 14,902 | – | 0.07% | – |
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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% |