ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 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% | – |
Download | ||||||
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% |