ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,070 | +0.4% | 24,184 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $595,410 | -9.3% | 24,184 | -9.4% | 0.02% | -19.0% |
| Q1 2023 | $656,160 | -8.6% | 26,684 | -9.3% | 0.02% | -16.0% |
| Q4 2022 | $718,265 | +0.3% | 29,413 | 0.0% | 0.02% | -13.8% |
| Q3 2022 | $716,000 | -1.6% | 29,413 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $728,000 | -1.4% | 29,413 | 0.0% | 0.03% | -6.5% |
| Q1 2022 | $738,000 | -50.3% | 29,413 | -48.7% | 0.03% | -50.8% |
| Q4 2021 | $1,486,000 | -17.3% | 57,298 | -16.1% | 0.06% | -24.1% |
| Q3 2021 | $1,796,000 | -0.3% | 68,298 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $1,801,000 | -0.1% | 68,298 | 0.0% | 0.08% | -6.7% |
| Q1 2021 | $1,802,000 | -0.7% | 68,298 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $1,815,000 | +0.5% | 68,298 | 0.0% | 0.09% | -13.3% |
| Q3 2020 | $1,806,000 | +3.1% | 68,298 | +2.8% | 0.10% | -7.1% |
| Q2 2020 | $1,751,000 | -1.1% | 66,413 | -7.3% | 0.11% | -22.1% |
| Q1 2020 | $1,771,000 | -3.8% | 71,638 | 0.0% | 0.14% | +9.0% |
| Q4 2019 | $1,840,000 | +4.0% | 71,638 | +4.0% | 0.13% | -6.3% |
| Q3 2019 | $1,770,000 | +21.9% | 68,909 | +20.9% | 0.14% | +20.3% |
| Q2 2019 | $1,452,000 | – | 57,000 | – | 0.12% | – |
Download | ||||||
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% |