ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,488 | +19.6% | 60,161 | +19.0% | 0.35% | +21.8% |
Q2 2023 | $1,244 | +1.1% | 50,547 | +0.9% | 0.29% | -3.7% |
Q1 2023 | $1,231 | +6.9% | 50,076 | +6.1% | 0.30% | -1.0% |
Q4 2022 | $1,152 | -99.9% | 47,184 | -0.2% | 0.30% | -12.4% |
Q3 2022 | $1,151,000 | +33.7% | 47,265 | +35.9% | 0.35% | +36.8% |
Q2 2022 | $861,000 | +19.1% | 34,777 | +20.7% | 0.25% | +20.5% |
Q1 2022 | $723,000 | +46.7% | 28,817 | +51.6% | 0.21% | +31.2% |
Q4 2021 | $493,000 | +9.3% | 19,005 | +10.7% | 0.16% | -41.6% |
Q3 2021 | $451,000 | +115.8% | 17,162 | +116.6% | 0.27% | +90.3% |
Q2 2021 | $209,000 | -51.6% | 7,925 | -51.6% | 0.14% | -56.1% |
Q1 2021 | $432,000 | +141.3% | 16,381 | +143.1% | 0.33% | +136.0% |
Q4 2020 | $179,000 | +33.6% | 6,737 | +32.7% | 0.14% | +25.2% |
Q3 2020 | $134,000 | +18.6% | 5,077 | +18.1% | 0.11% | +18.1% |
Q2 2020 | $113,000 | -26.6% | 4,298 | -31.2% | 0.09% | -41.2% |
Q1 2020 | $154,000 | +116.9% | 6,249 | +124.6% | 0.16% | +10.3% |
Q4 2019 | $71,000 | +4.4% | 2,782 | +4.8% | 0.14% | -1.4% |
Q3 2019 | $68,000 | +21.4% | 2,655 | +20.0% | 0.15% | +8.1% |
Q2 2019 | $56,000 | +14.3% | 2,213 | +12.1% | 0.14% | -41.9% |
Q1 2019 | $49,000 | – | 1,975 | – | 0.23% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tillar-Wenstrup Advisors, LLC | 388,888 | $10,224,000 | 4.73% |
Paradigm, Strategies in Wealth Management, LLC | 177,882 | $4,677,000 | 4.42% |
PFG Private Wealth Management, LLC | 271,921 | $7,149,000 | 4.18% |
Aptus Capital Advisors, LLC | 5,048,729 | $132,731,000 | 3.42% |
RVW Wealth, LLC | 938,040 | $25,000,000 | 3.00% |
Cribstone Capital Management, LLC | 172,887 | $4,545,000 | 2.71% |
Peloton Wealth Strategists | 221,700 | $5,828,000 | 2.39% |
SONATA CAPITAL GROUP INC | 196,028 | $5,154,000 | 2.31% |
Day & Ennis, LLC | 214,751 | $5,646,000 | 1.95% |
SIGMA INVESTMENT COUNSELORS INC | 957,067 | $25,161,000 | 1.86% |