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 | $957,892 | +226.9% | 38,734 | +250.1% | 0.00% | – |
| Q3 2020 | $293,000 | -85.5% | 11,063 | -86.1% | 0.00% | – |
| Q2 2019 | $2,022,000 | +576.3% | 79,359 | +534.7% | 0.00% | – |
| Q4 2018 | $299,000 | -63.2% | 12,504 | -62.9% | 0.00% | – |
| Q3 2018 | $813,000 | +3.4% | 33,725 | +10.0% | 0.00% | – |
| Q3 2016 | $786,000 | +172.0% | 30,669 | +171.5% | 0.00% | – |
| Q2 2016 | $289,000 | -75.6% | 11,298 | -76.4% | 0.00% | -100.0% |
| Q1 2016 | $1,186,000 | – | 47,843 | – | 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% |