ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 356 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,428,740 | +2.6% | 136,440 | +2.3% | 0.97% | +3.7% |
| Q1 2024 | $3,341,233 | +4.9% | 133,383 | +4.3% | 0.94% | +0.2% |
| Q4 2023 | $3,186,655 | +0.2% | 127,927 | -0.5% | 0.94% | -5.6% |
| Q3 2023 | $3,179,827 | +1.4% | 128,582 | +1.0% | 0.99% | +4.1% |
| Q2 2023 | $3,135,237 | +1.8% | 127,345 | +1.7% | 0.95% | -2.7% |
| Q1 2023 | $3,078,564 | -0.0% | 125,196 | -0.7% | 0.98% | -3.4% |
| Q4 2022 | $3,078,787 | +62.0% | 126,076 | +61.5% | 1.01% | +54.8% |
| Q3 2022 | $1,901,000 | -0.7% | 78,052 | +0.9% | 0.65% | +5.0% |
| Q2 2022 | $1,915,000 | +37.2% | 77,361 | +39.1% | 0.62% | +58.7% |
| Q1 2022 | $1,396,000 | -51.2% | 55,601 | -49.2% | 0.39% | -1.3% |
| Q4 2021 | $2,858,000 | +100.1% | 109,493 | +101.5% | 0.40% | -3.4% |
| Q3 2021 | $1,428,000 | +2.4% | 54,326 | +2.7% | 0.41% | +3.0% |
| Q2 2021 | $1,394,000 | +5.3% | 52,876 | +5.4% | 0.40% | +0.3% |
| Q1 2021 | $1,324,000 | – | 50,175 | – | 0.40% | – |
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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% |