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 | $11,485,539 | +10.2% | 464,449 | +9.7% | 0.03% | +10.7% |
| Q2 2023 | $10,419,759 | +137363.8% | 423,223 | +37.3% | 0.03% | +27.3% |
| Q1 2023 | $7,580 | +25.0% | 308,253 | +24.1% | 0.02% | +15.8% |
| Q4 2022 | $6,064 | -99.9% | 248,327 | +1.3% | 0.02% | -20.8% |
| Q3 2022 | $5,971,000 | +4.7% | 245,229 | +6.4% | 0.02% | +4.3% |
| Q2 2022 | $5,702,000 | +11.0% | 230,376 | +12.5% | 0.02% | +21.1% |
| Q1 2022 | $5,139,000 | +20.7% | 204,739 | +24.7% | 0.02% | +5.6% |
| Q4 2021 | $4,258,000 | +9.8% | 164,204 | +11.3% | 0.02% | -10.0% |
| Q3 2021 | $3,878,000 | -0.6% | 147,509 | -0.3% | 0.02% | -16.7% |
| Q2 2021 | $3,900,000 | +4.7% | 147,913 | +4.8% | 0.02% | -7.7% |
| Q1 2021 | $3,724,000 | -2.8% | 141,099 | -2.1% | 0.03% | -10.3% |
| Q4 2020 | $3,830,000 | -2.8% | 144,077 | -3.3% | 0.03% | -21.6% |
| Q3 2020 | $3,939,000 | -7.8% | 148,939 | -8.1% | 0.04% | -14.0% |
| Q2 2020 | $4,270,000 | +20.1% | 161,989 | +12.6% | 0.04% | -2.3% |
| Q1 2020 | $3,555,000 | +68.5% | 143,827 | +75.1% | 0.04% | +100.0% |
| Q4 2019 | $2,110,000 | +62.1% | 82,136 | +62.1% | 0.02% | +37.5% |
| Q3 2019 | $1,302,000 | +46.3% | 50,664 | +45.1% | 0.02% | +45.5% |
| Q2 2019 | $890,000 | +76.2% | 34,920 | +72.1% | 0.01% | +57.1% |
| Q1 2019 | $505,000 | +89.1% | 20,291 | +81.8% | 0.01% | +40.0% |
| Q4 2018 | $267,000 | -0.7% | 11,164 | 0.0% | 0.01% | -28.6% |
| Q3 2018 | $269,000 | 0.0% | 11,164 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $269,000 | +25.1% | 11,164 | +26.4% | 0.01% | 0.0% |
| Q1 2018 | $215,000 | -2.7% | 8,833 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $221,000 | -0.5% | 8,833 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $222,000 | +0.5% | 8,833 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $221,000 | +225.0% | 8,833 | +230.8% | 0.01% | +233.3% |
| Q3 2016 | $68,000 | – | 2,670 | – | 0.00% | – |
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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% |