ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68 | 0.0% | 2,745 | 0.0% | 0.03% | -6.5% |
| Q2 2023 | $68 | +1.5% | 2,745 | 0.0% | 0.03% | +3.3% |
| Q1 2023 | $67 | -4.3% | 2,745 | -3.8% | 0.03% | -14.3% |
| Q4 2022 | $70 | -99.9% | 2,852 | -2.2% | 0.04% | 0.0% |
| Q3 2022 | $71,000 | +1.4% | 2,917 | +3.8% | 0.04% | +9.4% |
| Q2 2022 | $70,000 | -95.1% | 2,810 | -95.0% | 0.03% | -93.9% |
| Q1 2022 | $1,422,000 | +62.3% | 56,662 | +67.7% | 0.53% | +71.9% |
| Q4 2021 | $876,000 | +1.7% | 33,795 | +3.2% | 0.31% | -1.6% |
| Q3 2021 | $861,000 | +62.5% | 32,735 | +62.9% | 0.31% | +61.1% |
| Q2 2021 | $530,000 | +16.7% | 20,091 | +16.9% | 0.19% | +11.6% |
| Q1 2021 | $454,000 | +1.8% | 17,191 | +2.4% | 0.17% | +1.2% |
| Q4 2020 | $446,000 | +56.5% | 16,791 | +55.6% | 0.17% | +44.9% |
| Q3 2020 | $285,000 | +37.0% | 10,791 | +36.7% | 0.12% | +31.1% |
| Q2 2020 | $208,000 | +6.7% | 7,895 | 0.0% | 0.09% | -16.7% |
| Q1 2020 | $195,000 | +23.4% | 7,895 | +28.1% | 0.11% | +63.6% |
| Q4 2019 | $158,000 | +4.6% | 6,164 | +5.1% | 0.07% | +1.5% |
| Q3 2019 | $151,000 | +20.8% | 5,864 | +19.8% | 0.06% | +18.2% |
| Q2 2019 | $125,000 | +635.3% | 4,894 | +599.1% | 0.06% | +685.7% |
| Q1 2019 | $17,000 | -90.5% | 700 | -90.7% | 0.01% | -91.9% |
| Q4 2018 | $179,000 | – | 7,500 | – | 0.09% | – |
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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% |