ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $656,000 | -1.5% | 26,920 | 0.0% | 0.12% | +0.8% |
| Q2 2022 | $666,000 | -1.5% | 26,920 | 0.0% | 0.12% | +0.8% |
| Q1 2022 | $676,000 | -3.2% | 26,920 | 0.0% | 0.12% | -7.6% |
| Q4 2021 | $698,000 | -1.4% | 26,920 | 0.0% | 0.13% | -10.3% |
| Q3 2021 | $708,000 | -0.3% | 26,920 | 0.0% | 0.15% | -3.3% |
| Q2 2021 | $710,000 | 0.0% | 26,920 | 0.0% | 0.15% | -10.1% |
| Q1 2021 | $710,000 | -0.8% | 26,920 | 0.0% | 0.17% | -9.7% |
| Q4 2020 | $716,000 | +0.6% | 26,920 | 0.0% | 0.19% | -6.5% |
| Q3 2020 | $712,000 | +0.3% | 26,920 | 0.0% | 0.20% | +1.0% |
| Q2 2020 | $710,000 | +6.8% | 26,920 | 0.0% | 0.20% | -10.9% |
| Q1 2020 | $665,000 | -3.9% | 26,920 | 0.0% | 0.22% | +48.3% |
| Q4 2019 | $692,000 | 0.0% | 26,920 | 0.0% | 0.15% | -4.5% |
| Q3 2019 | $692,000 | +0.9% | 26,920 | 0.0% | 0.16% | +0.6% |
| Q2 2019 | $686,000 | +2.4% | 26,920 | 0.0% | 0.16% | -1.3% |
| Q1 2019 | $670,000 | +4.2% | 26,920 | 0.0% | 0.16% | -8.7% |
| Q4 2018 | $643,000 | -0.9% | 26,920 | 0.0% | 0.17% | +7.5% |
| Q3 2018 | $649,000 | +0.2% | 26,920 | 0.0% | 0.16% | +4.6% |
| Q2 2018 | $648,000 | – | 26,920 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 521,213 | $13,854,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 345,931 | $9,195,000 | 4.76% |
| PFG Private Wealth Management, LLC | 208,889 | $5,552,000 | 4.26% |
| Aptus Capital Advisors, LLC | 3,153,914 | $83,831,000 | 3.84% |
| RVW Wealth, LLC | 822,555 | $22,000,000 | 3.23% |
| Cribstone Capital Management, LLC | 145,919 | $3,879,000 | 2.66% |
| Day & Ennis, LLC | 221,485 | $5,887,000 | 2.34% |
| Signature Wealth Management Group | 122,346 | $3,252,000 | 2.05% |
| CAPITAL ADVISORS INC/OK | 1,946,682 | $51,743,000 | 1.84% |
| Gateway Advisory, LLC | 302,596 | $8,043,000 | 1.75% |