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 | $1,557,312 | +2.1% | 62,973 | +1.6% | 0.58% | 0.0% |
| Q2 2023 | $1,525,335 | -1.9% | 61,955 | -2.0% | 0.58% | +0.7% |
| Q1 2023 | $1,554,633 | +0.8% | 63,222 | +0.1% | 0.58% | -3.5% |
| Q4 2022 | $1,542,361 | -70.9% | 63,160 | -70.9% | 0.60% | -72.9% |
| Q3 2022 | $5,293,000 | +0.2% | 217,369 | +1.9% | 2.20% | +10.3% |
| Q2 2022 | $5,281,000 | -0.1% | 213,383 | +1.3% | 2.00% | +14.4% |
| Q1 2022 | $5,285,000 | -5.3% | 210,572 | -2.1% | 1.75% | -4.8% |
| Q4 2021 | $5,580,000 | -1.2% | 215,177 | +0.2% | 1.84% | -6.0% |
| Q3 2021 | $5,646,000 | -1.2% | 214,751 | -0.9% | 1.95% | -1.4% |
| Q2 2021 | $5,713,000 | -1.8% | 216,643 | -1.7% | 1.98% | -9.8% |
| Q1 2021 | $5,815,000 | -1.2% | 220,349 | -0.5% | 2.20% | -6.1% |
| Q4 2020 | $5,887,000 | +2.0% | 221,485 | +1.5% | 2.34% | -6.9% |
| Q3 2020 | $5,770,000 | +1.0% | 218,196 | +0.7% | 2.51% | -11.0% |
| Q2 2020 | $5,713,000 | +13.8% | 216,741 | +6.7% | 2.82% | -1.6% |
| Q1 2020 | $5,019,000 | +0.2% | 203,040 | +4.1% | 2.87% | +16.9% |
| Q4 2019 | $5,010,000 | +4.9% | 195,036 | +4.9% | 2.46% | -0.3% |
| Q3 2019 | $4,775,000 | +1.3% | 185,863 | +0.5% | 2.46% | -0.8% |
| Q2 2019 | $4,714,000 | +6.3% | 185,013 | +3.8% | 2.48% | -0.2% |
| Q1 2019 | $4,433,000 | +32.9% | 178,161 | +27.6% | 2.49% | +13.6% |
| Q4 2018 | $3,336,000 | +33.4% | 139,577 | +34.5% | 2.19% | +30.0% |
| Q3 2018 | $2,501,000 | +52.0% | 103,760 | +51.8% | 1.68% | +38.1% |
| Q2 2018 | $1,645,000 | +135.7% | 68,360 | +139.0% | 1.22% | +113.3% |
| Q1 2018 | $698,000 | +116.1% | 28,599 | +121.6% | 0.57% | +116.7% |
| Q4 2017 | $323,000 | +0.3% | 12,906 | +0.8% | 0.26% | -7.0% |
| Q3 2017 | $322,000 | – | 12,804 | – | 0.28% | – |
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% |