ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,551 | +8.6% | 871,454 | +8.1% | 0.83% | +9.5% |
| Q2 2023 | $19,845 | -5.7% | 806,049 | -5.8% | 0.76% | -14.3% |
| Q1 2023 | $21,049 | -2.5% | 855,978 | -3.2% | 0.88% | -9.2% |
| Q4 2022 | $21,589 | -99.9% | 884,056 | +1.9% | 0.97% | -8.5% |
| Q3 2022 | $21,130,000 | +24.6% | 867,765 | +26.6% | 1.06% | +29.3% |
| Q2 2022 | $16,963,000 | -30.2% | 685,392 | -29.3% | 0.82% | -24.5% |
| Q1 2022 | $24,318,000 | -1.1% | 968,828 | +2.2% | 1.09% | -0.7% |
| Q4 2021 | $24,583,000 | +3.4% | 948,072 | +4.9% | 1.09% | -8.5% |
| Q3 2021 | $23,771,000 | +1338.1% | 904,187 | +1342.6% | 1.20% | +1323.8% |
| Q2 2021 | $1,653,000 | -49.7% | 62,677 | -49.7% | 0.08% | -52.5% |
| Q1 2021 | $3,286,000 | +132.4% | 124,527 | +134.1% | 0.18% | +110.7% |
| Q4 2020 | $1,414,000 | -7.7% | 53,192 | -8.2% | 0.08% | -18.4% |
| Q3 2020 | $1,532,000 | +20.3% | 57,935 | +19.9% | 0.10% | +12.0% |
| Q2 2020 | $1,274,000 | -67.8% | 48,322 | -69.8% | 0.09% | -72.8% |
| Q1 2020 | $3,955,000 | +687.8% | 160,005 | +719.3% | 0.34% | +865.7% |
| Q4 2019 | $502,000 | +50100.0% | 19,529 | +48722.5% | 0.04% | – |
| Q2 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,035,326 | $25,987,000 | 7.06% |
| Paradigm, Strategies in Wealth Management, LLC | 222,447 | $5,583,000 | 5.84% |
| Tillar-Wenstrup Advisors, LLC | 369,713 | $9,280,000 | 4.44% |
| Aptus Capital Advisors, LLC | 6,931,910 | $173,991,000 | 4.33% |
| Evensky & Katz LLC | 1,350,782 | $33,905,000 | 3.35% |
| Cribstone Capital Management, LLC | 215,575 | $5,411,000 | 2.96% |
| PFG Private Wealth Management, LLC | 212,475 | $5,333,000 | 2.74% |
| Peloton Wealth Strategists | 247,200 | $6,205,000 | 2.59% |
| RVW Wealth, LLC | 885,126 | $22,217,000 | 2.57% |
| SONATA CAPITAL GROUP INC | 229,810 | $5,768,000 | 2.55% |