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 2023 | $38,643,042 | +1.8% | 1,562,598 | +1.4% | 0.03% | 0.0% |
Q2 2023 | $37,949,357 | +8.7% | 1,541,404 | +8.6% | 0.03% | 0.0% |
Q1 2023 | $34,898,450 | +9.5% | 1,419,213 | +8.7% | 0.03% | 0.0% |
Q4 2022 | $31,874,034 | +4.8% | 1,305,243 | +4.5% | 0.03% | -6.9% |
Q3 2022 | $30,404,000 | -3.3% | 1,248,642 | -1.7% | 0.03% | -3.3% |
Q2 2022 | $31,443,000 | +6.7% | 1,270,428 | +8.2% | 0.03% | +20.0% |
Q1 2022 | $29,468,000 | +1.8% | 1,174,027 | +5.2% | 0.02% | +4.2% |
Q4 2021 | $28,941,000 | +5.7% | 1,116,122 | +7.2% | 0.02% | -7.7% |
Q3 2021 | $27,371,000 | +8.4% | 1,041,121 | +8.7% | 0.03% | 0.0% |
Q2 2021 | $25,261,000 | +11.9% | 957,929 | +12.0% | 0.03% | 0.0% |
Q1 2021 | $22,575,000 | +11.3% | 855,448 | +12.1% | 0.03% | 0.0% |
Q4 2020 | $20,289,000 | +5.8% | 763,322 | +5.3% | 0.03% | -13.3% |
Q3 2020 | $19,177,000 | +3.9% | 725,168 | +3.6% | 0.03% | -6.2% |
Q2 2020 | $18,454,000 | +7.3% | 700,072 | +0.6% | 0.03% | -13.5% |
Q1 2020 | $17,203,000 | +38.4% | 695,931 | +43.8% | 0.04% | +60.9% |
Q4 2019 | $12,431,000 | +80.4% | 483,871 | +80.4% | 0.02% | +64.3% |
Q3 2019 | $6,890,000 | +38.7% | 268,179 | +37.6% | 0.01% | +27.3% |
Q2 2019 | $4,966,000 | +62.0% | 194,914 | +58.2% | 0.01% | +57.1% |
Q1 2019 | $3,066,000 | +95.9% | 123,220 | +88.1% | 0.01% | +75.0% |
Q4 2018 | $1,565,000 | +118.0% | 65,496 | +119.9% | 0.00% | +100.0% |
Q3 2018 | $718,000 | +5.0% | 29,781 | +4.8% | 0.00% | 0.0% |
Q2 2018 | $684,000 | +44.6% | 28,409 | +46.4% | 0.00% | +100.0% |
Q1 2018 | $473,000 | +12.4% | 19,407 | +15.5% | 0.00% | 0.0% |
Q4 2017 | $421,000 | +58.9% | 16,805 | +59.6% | 0.00% | 0.0% |
Q3 2017 | $265,000 | +10.9% | 10,531 | +10.4% | 0.00% | 0.0% |
Q2 2017 | $239,000 | +12.7% | 9,537 | +11.1% | 0.00% | 0.0% |
Q1 2017 | $212,000 | – | 8,582 | – | 0.00% | – |
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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% |