ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 145 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,516,000 | +2.6% | 1,355,425 | +2.2% | 0.06% | -1.6% |
| Q2 2023 | $32,679,000 | +8.1% | 1,326,861 | +7.9% | 0.06% | -3.0% |
| Q1 2023 | $30,241,000 | +12.0% | 1,229,977 | +11.3% | 0.07% | +6.5% |
| Q4 2022 | $26,996,000 | +11.4% | 1,104,778 | +11.0% | 0.06% | -4.6% |
| Q3 2022 | $24,242,000 | +28.6% | 995,075 | +30.7% | 0.06% | +32.7% |
| Q2 2022 | $18,845,000 | -27.6% | 761,607 | -26.5% | 0.05% | -15.5% |
| Q1 2022 | $26,024,000 | -4.7% | 1,036,619 | -1.6% | 0.06% | -3.3% |
| Q4 2021 | $27,304,000 | +21.8% | 1,053,085 | +23.6% | 0.06% | 0.0% |
| Q3 2021 | $22,422,000 | +8.6% | 852,160 | +8.9% | 0.06% | 0.0% |
| Q2 2021 | $20,639,000 | +10.7% | 782,451 | +10.8% | 0.06% | +1.7% |
| Q1 2021 | $18,642,000 | +3.6% | 706,245 | +4.3% | 0.06% | -21.3% |
| Q4 2020 | $17,993,000 | +44.6% | 677,080 | +44.0% | 0.08% | +25.0% |
| Q3 2020 | $12,441,000 | +5.3% | 470,346 | +5.0% | 0.06% | -6.2% |
| Q2 2020 | $11,811,000 | +17.5% | 448,035 | +10.2% | 0.06% | -1.5% |
| Q1 2020 | $10,051,000 | +775.5% | 406,627 | +778.8% | 0.06% | +712.5% |
| Q1 2019 | $1,148,000 | -91.5% | 46,271 | -91.8% | 0.01% | -92.2% |
| Q4 2018 | $13,490,000 | -1.4% | 564,203 | -0.5% | 0.10% | +4.0% |
| Q3 2018 | $13,675,000 | +4.6% | 566,970 | +4.4% | 0.10% | -2.9% |
| Q2 2018 | $13,069,000 | +0.7% | 542,924 | +2.0% | 0.10% | -6.4% |
| Q1 2018 | $12,978,000 | +4.7% | 532,153 | +7.5% | 0.11% | +6.9% |
| Q4 2017 | $12,399,000 | -0.4% | 495,158 | +0.3% | 0.10% | -3.8% |
| Q3 2017 | $12,443,000 | +12.0% | 493,727 | +11.4% | 0.11% | +7.1% |
| Q2 2017 | $11,105,000 | +4.2% | 443,301 | +2.9% | 0.10% | -2.9% |
| Q1 2017 | $10,660,000 | – | 430,758 | – | 0.10% | – |
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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% |