ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,563,210 | +0.0% | 1,761,553 | -0.4% | 0.08% | +2.6% |
| Q2 2023 | $43,557,186 | +10.0% | 1,769,179 | +9.8% | 0.08% | +2.7% |
| Q1 2023 | $39,604,788 | -2.8% | 1,610,605 | -3.5% | 0.08% | -8.5% |
| Q4 2022 | $40,746,070 | +35.0% | 1,668,553 | +34.6% | 0.08% | +22.4% |
| Q3 2022 | $30,184,000 | -1.6% | 1,239,596 | +0.0% | 0.07% | 0.0% |
| Q2 2022 | $30,678,000 | +4.8% | 1,239,496 | +6.3% | 0.07% | +21.8% |
| Q1 2022 | $29,269,000 | +26.5% | 1,166,097 | +30.7% | 0.06% | +27.9% |
| Q4 2021 | $23,134,000 | -0.1% | 892,176 | +1.3% | 0.04% | -8.5% |
| Q3 2021 | $23,150,000 | +0.2% | 880,555 | +0.5% | 0.05% | 0.0% |
| Q2 2021 | $23,094,000 | +8.8% | 875,778 | +8.9% | 0.05% | -2.1% |
| Q1 2021 | $21,225,000 | +6.6% | 804,289 | +7.4% | 0.05% | -4.0% |
| Q4 2020 | $19,913,000 | +27.8% | 749,162 | +27.1% | 0.05% | +13.6% |
| Q3 2020 | $15,587,000 | +33.3% | 589,402 | +32.9% | 0.04% | +18.9% |
| Q2 2020 | $11,694,000 | +19.9% | 443,629 | +12.5% | 0.04% | -14.0% |
| Q1 2020 | $9,750,000 | -8.1% | 394,406 | -4.5% | 0.04% | +26.5% |
| Q4 2019 | $10,612,000 | +63.0% | 413,058 | +63.0% | 0.03% | +41.7% |
| Q3 2019 | $6,509,000 | +7.3% | 253,351 | +6.4% | 0.02% | +4.3% |
| Q2 2019 | $6,067,000 | +21.9% | 238,108 | +19.0% | 0.02% | +9.5% |
| Q1 2019 | $4,977,000 | +16.3% | 200,054 | +11.7% | 0.02% | -8.7% |
| Q4 2018 | $4,279,000 | +31.7% | 179,056 | +32.8% | 0.02% | +53.3% |
| Q3 2018 | $3,249,000 | +9.7% | 134,801 | +9.5% | 0.02% | 0.0% |
| Q2 2018 | $2,962,000 | +21.6% | 123,060 | +23.2% | 0.02% | +7.1% |
| Q1 2018 | $2,435,000 | +32.6% | 99,851 | +36.2% | 0.01% | +27.3% |
| Q4 2017 | $1,836,000 | +37.5% | 73,304 | +38.3% | 0.01% | +22.2% |
| Q3 2017 | $1,335,000 | +40.8% | 53,009 | +40.2% | 0.01% | +28.6% |
| Q2 2017 | $948,000 | +50.7% | 37,808 | +48.9% | 0.01% | +40.0% |
| Q1 2017 | $629,000 | +106.9% | 25,399 | +104.9% | 0.01% | +66.7% |
| Q4 2016 | $304,000 | – | 12,398 | – | 0.00% | – |
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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% |