ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,229,860 | +54.6% | 251,915 | +53.9% | 0.64% | +63.3% |
| Q2 2023 | $4,030,294 | +7.1% | 163,700 | +7.0% | 0.40% | +1.8% |
| Q1 2023 | $3,762,516 | +59.9% | 153,010 | +58.8% | 0.39% | +32.0% |
| Q4 2022 | $2,352,867 | +7.6% | 96,350 | +7.3% | 0.29% | -3.3% |
| Q3 2022 | $2,186,000 | +11.6% | 89,785 | +13.5% | 0.30% | +16.5% |
| Q2 2022 | $1,958,000 | -65.4% | 79,115 | -64.9% | 0.26% | -59.4% |
| Q1 2022 | $5,653,000 | – | 225,221 | – | 0.64% | – |
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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% |