ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,949,515 | +220.6% | 78,832 | +218.8% | 0.00% | – |
| Q1 2023 | $608,086 | -68.8% | 24,729 | -69.1% | 0.00% | – |
| Q3 2022 | $1,951,000 | -76.6% | 80,107 | -76.3% | 0.00% | -100.0% |
| Q2 2022 | $8,355,000 | +1071.8% | 337,587 | +1088.8% | 0.00% | – |
| Q1 2022 | $713,000 | -66.5% | 28,398 | -65.4% | 0.00% | – |
| Q4 2021 | $2,131,000 | -46.1% | 82,181 | -45.4% | 0.00% | -100.0% |
| Q3 2021 | $3,954,000 | +107.5% | 150,385 | +108.1% | 0.00% | – |
| Q2 2021 | $1,906,000 | -68.9% | 72,269 | -68.9% | 0.00% | -100.0% |
| Q1 2021 | $6,126,000 | +280.7% | 232,117 | +283.4% | 0.00% | – |
| Q4 2020 | $1,609,000 | +118.3% | 60,534 | +116.4% | 0.00% | – |
| Q2 2020 | $737,000 | -74.9% | 27,976 | -76.4% | 0.00% | -100.0% |
| Q1 2020 | $2,931,000 | +457.2% | 118,555 | +464.7% | 0.00% | – |
| Q2 2017 | $526,000 | -37.5% | 20,993 | -38.2% | 0.00% | -100.0% |
| Q1 2017 | $841,000 | -33.5% | 33,986 | -34.2% | 0.00% | 0.0% |
| Q4 2016 | $1,265,000 | – | 51,655 | – | 0.00% | – |
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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% |