ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544,060 | -35.0% | 22,000 | -35.3% | 0.05% | -31.9% |
| Q2 2023 | $837,080 | -4.9% | 34,000 | -5.0% | 0.07% | -13.8% |
| Q1 2023 | $880,322 | -0.7% | 35,800 | -1.4% | 0.08% | -7.0% |
| Q4 2022 | $886,446 | -4.5% | 36,300 | -4.7% | 0.09% | -11.3% |
| Q3 2022 | $928,000 | -14.6% | 38,100 | -13.2% | 0.10% | -11.8% |
| Q2 2022 | $1,087,000 | +136.8% | 43,900 | +139.9% | 0.11% | +175.0% |
| Q1 2022 | $459,000 | – | 18,300 | – | 0.04% | – |
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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% |