ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 145 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,542 | -3.0% | 143,216 | -3.5% | 0.01% | 0.0% |
| Q2 2023 | $3,653 | -45.8% | 148,370 | -45.8% | 0.01% | -53.6% |
| Q1 2023 | $6,737 | +4.5% | 273,982 | +3.8% | 0.03% | +12.0% |
| Q4 2022 | $6,445 | -99.9% | 263,927 | +2.6% | 0.02% | -7.4% |
| Q3 2022 | $6,265,000 | +5.5% | 257,277 | +7.0% | 0.03% | 0.0% |
| Q2 2022 | $5,937,000 | -4.8% | 240,381 | -3.3% | 0.03% | 0.0% |
| Q1 2022 | $6,239,000 | -2.6% | 248,580 | +0.6% | 0.03% | +8.0% |
| Q4 2021 | $6,405,000 | +7.8% | 247,018 | +9.3% | 0.02% | 0.0% |
| Q3 2021 | $5,940,000 | +10.1% | 225,937 | +10.4% | 0.02% | +4.2% |
| Q2 2021 | $5,396,000 | +25.3% | 204,622 | +25.4% | 0.02% | +14.3% |
| Q1 2021 | $4,307,000 | +9.0% | 163,222 | +9.8% | 0.02% | +10.5% |
| Q4 2020 | $3,951,000 | +5.9% | 148,640 | +5.3% | 0.02% | -9.5% |
| Q3 2020 | $3,731,000 | -10.1% | 141,098 | -10.4% | 0.02% | -19.2% |
| Q2 2020 | $4,151,000 | +39.9% | 157,480 | +31.2% | 0.03% | +13.0% |
| Q1 2020 | $2,967,000 | -43.0% | 120,016 | -40.8% | 0.02% | -32.4% |
| Q4 2019 | $5,206,000 | +10.3% | 202,642 | +10.3% | 0.03% | 0.0% |
| Q3 2019 | $4,719,000 | +2.5% | 183,678 | +1.6% | 0.03% | -2.9% |
| Q2 2019 | $4,606,000 | +4.6% | 180,773 | +2.1% | 0.04% | -2.8% |
| Q1 2019 | $4,404,000 | +74.1% | 177,026 | +67.2% | 0.04% | +50.0% |
| Q4 2018 | $2,530,000 | +0.1% | 105,872 | +0.9% | 0.02% | +9.1% |
| Q3 2018 | $2,528,000 | -2.5% | 104,916 | -2.6% | 0.02% | -12.0% |
| Q2 2018 | $2,592,000 | +4.3% | 107,684 | +5.6% | 0.02% | 0.0% |
| Q1 2018 | $2,486,000 | +311.6% | 101,930 | +322.7% | 0.02% | +316.7% |
| Q4 2017 | $604,000 | -0.8% | 24,116 | -0.2% | 0.01% | -14.3% |
| Q3 2017 | $609,000 | – | 24,168 | – | 0.01% | – |
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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% |