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 | $3 | -95.0% | 120 | -95.1% | 0.00% | -100.0% |
| Q2 2023 | $60 | 0.0% | 2,451 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $60 | -3.2% | 2,439 | -4.5% | 0.01% | -16.7% |
| Q4 2022 | $62 | -99.9% | 2,554 | -17.1% | 0.01% | -33.3% |
| Q3 2022 | $75,000 | -41.4% | 3,079 | -40.3% | 0.01% | -40.0% |
| Q2 2022 | $128,000 | -99.6% | 5,159 | -99.6% | 0.02% | -99.6% |
| Q1 2022 | $33,905,000 | +181.7% | 1,350,782 | +191.0% | 3.35% | +189.0% |
| Q4 2021 | $12,037,000 | – | 464,228 | – | 1.16% | – |
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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% |