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 | $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% | – |
Download | ||||||
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% |