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 | $2,267,244 | -52.4% | 91,751 | -52.6% | 0.04% | -2.6% |
| Q2 2023 | $4,762,088 | +96.4% | 193,510 | +98.0% | 0.04% | -9.5% |
| Q1 2023 | $2,424,479 | +2.5% | 97,749 | +0.9% | 0.04% | +2.4% |
| Q4 2022 | $2,364,583 | -12.5% | 96,906 | -12.4% | 0.04% | -14.6% |
| Q3 2022 | $2,701,000 | -3.3% | 110,632 | -0.6% | 0.05% | +17.1% |
| Q1 2022 | $2,792,000 | +63.8% | 111,349 | +69.1% | 0.04% | +46.4% |
| Q4 2021 | $1,704,000 | -2.3% | 65,838 | -1.0% | 0.03% | -3.4% |
| Q3 2021 | $1,744,000 | -44.7% | 66,476 | -44.5% | 0.03% | -27.5% |
| Q2 2021 | $3,152,000 | +134.3% | 119,752 | +134.6% | 0.04% | +5.3% |
| Q1 2021 | $1,345,000 | +64.8% | 51,035 | +66.0% | 0.04% | +18.8% |
| Q4 2020 | $816,000 | +158.2% | 30,750 | +157.7% | 0.03% | +100.0% |
| Q3 2020 | $316,000 | – | 11,932 | – | 0.02% | – |
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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% |