ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,151,950 | -2.2% | 127,455 | -2.6% | 0.02% | +16.7% |
| Q2 2023 | $3,223,323 | +0.6% | 130,923 | +0.5% | 0.02% | 0.0% |
| Q1 2023 | $3,204,563 | -19.7% | 130,320 | -20.3% | 0.02% | -18.2% |
| Q4 2022 | $3,990,859 | -3.2% | 163,426 | -3.5% | 0.02% | -8.3% |
| Q3 2022 | $4,124,000 | -2.7% | 169,376 | -1.1% | 0.02% | +4.3% |
| Q2 2022 | $4,240,000 | -4.6% | 171,294 | -3.3% | 0.02% | +4.5% |
| Q1 2022 | $4,444,000 | -12.9% | 177,049 | -10.0% | 0.02% | -4.3% |
| Q4 2021 | $5,100,000 | -13.6% | 196,676 | -12.4% | 0.02% | -20.7% |
| Q3 2021 | $5,900,000 | +0.8% | 224,409 | +1.1% | 0.03% | 0.0% |
| Q2 2021 | $5,853,000 | -1.1% | 221,957 | -1.0% | 0.03% | -12.1% |
| Q1 2021 | $5,919,000 | -3.7% | 224,287 | -3.1% | 0.03% | -10.8% |
| Q4 2020 | $6,149,000 | +28.1% | 231,357 | +27.5% | 0.04% | +19.4% |
| Q3 2020 | $4,800,000 | -1.4% | 181,524 | -1.7% | 0.03% | -11.4% |
| Q2 2020 | $4,870,000 | -5.5% | 184,741 | -11.4% | 0.04% | -18.6% |
| Q1 2020 | $5,152,000 | -4.8% | 208,407 | -1.0% | 0.04% | +22.9% |
| Q4 2019 | $5,410,000 | +6.3% | 210,584 | +6.3% | 0.04% | -2.8% |
| Q3 2019 | $5,087,000 | -2.9% | 198,022 | -3.7% | 0.04% | +5.9% |
| Q2 2019 | $5,241,000 | +8.3% | 205,707 | +5.8% | 0.03% | 0.0% |
| Q1 2019 | $4,840,000 | -3.0% | 194,521 | -6.8% | 0.03% | -15.0% |
| Q4 2018 | $4,990,000 | -36.0% | 208,807 | -35.4% | 0.04% | -27.3% |
| Q3 2018 | $7,793,000 | -40.2% | 323,355 | -40.3% | 0.06% | -43.3% |
| Q2 2018 | $13,040,000 | -5.1% | 541,735 | -3.9% | 0.10% | -7.6% |
| Q1 2018 | $13,746,000 | -1.2% | 563,598 | +1.5% | 0.10% | -4.5% |
| Q4 2017 | $13,911,000 | +1.9% | 555,344 | +2.4% | 0.11% | -5.2% |
| Q3 2017 | $13,658,000 | +4.7% | 542,405 | +4.2% | 0.12% | -0.9% |
| Q2 2017 | $13,048,000 | +10.0% | 520,647 | +8.7% | 0.12% | +6.4% |
| Q1 2017 | $11,857,000 | +6.9% | 479,078 | +5.7% | 0.11% | +1.9% |
| Q4 2016 | $11,095,000 | +1.6% | 453,218 | +6.4% | 0.11% | +1.9% |
| Q3 2016 | $10,915,000 | +6.5% | 426,042 | +8.1% | 0.11% | +1.9% |
| Q2 2016 | $10,248,000 | +8.7% | 394,152 | +3.6% | 0.10% | 0.0% |
| Q1 2016 | $9,428,000 | +5.6% | 380,298 | +2.2% | 0.10% | +1.0% |
| Q4 2015 | $8,928,000 | – | 371,997 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 521,213 | $13,854,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 345,931 | $9,195,000 | 4.76% |
| PFG Private Wealth Management, LLC | 208,889 | $5,552,000 | 4.26% |
| Aptus Capital Advisors, LLC | 3,153,914 | $83,831,000 | 3.84% |
| RVW Wealth, LLC | 822,555 | $22,000,000 | 3.23% |
| Cribstone Capital Management, LLC | 145,919 | $3,879,000 | 2.66% |
| Day & Ennis, LLC | 221,485 | $5,887,000 | 2.34% |
| Signature Wealth Management Group | 122,346 | $3,252,000 | 2.05% |
| CAPITAL ADVISORS INC/OK | 1,946,682 | $51,743,000 | 1.84% |
| Gateway Advisory, LLC | 302,596 | $8,043,000 | 1.75% |