ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,195,498 | +2.6% | 48,342 | +2.2% | 0.16% | -3.7% |
| Q2 2023 | $1,165,043 | +1.1% | 47,321 | +1.0% | 0.16% | -5.8% |
| Q1 2023 | $1,152,042 | +0.3% | 46,850 | -0.4% | 0.17% | -3.9% |
| Q4 2022 | $1,148,570 | +253.4% | 47,034 | +252.0% | 0.18% | +231.5% |
| Q3 2022 | $325,000 | +139.0% | 13,361 | +142.9% | 0.05% | +145.5% |
| Q2 2022 | $136,000 | – | 5,500 | – | 0.02% | – |
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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% |