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 | $12,532,967 | +2.7% | 506,792 | +2.2% | 0.05% | 0.0% |
| Q2 2023 | $12,205,317 | +7.0% | 495,748 | +6.8% | 0.05% | -4.0% |
| Q1 2023 | $11,411,605 | +40.8% | 464,075 | +39.9% | 0.05% | +22.0% |
| Q4 2022 | $8,102,093 | +132.2% | 331,781 | +131.5% | 0.04% | +105.0% |
| Q3 2022 | $3,490,000 | -10.4% | 143,340 | -8.9% | 0.02% | -20.0% |
| Q2 2022 | $3,896,000 | +1019.5% | 157,398 | +1033.7% | 0.02% | +1150.0% |
| Q1 2022 | $348,000 | -3.3% | 13,883 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $360,000 | -1.4% | 13,883 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $365,000 | -0.3% | 13,883 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $366,000 | -7.6% | 13,883 | -7.5% | 0.00% | -25.0% |
| Q1 2021 | $396,000 | -28.0% | 15,016 | -27.4% | 0.00% | -42.9% |
| Q4 2020 | $550,000 | +73.5% | 20,674 | +72.3% | 0.01% | +40.0% |
| Q3 2020 | $317,000 | -8.6% | 12,001 | -8.6% | 0.01% | -16.7% |
| Q2 2020 | $347,000 | – | 13,134 | – | 0.01% | – |
Download | ||||||
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% |