ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,740 | +379.4% | 272,545 | +377.2% | 0.04% | +355.6% |
| Q2 2023 | $1,406 | +53.3% | 57,110 | +53.2% | 0.01% | +50.0% |
| Q1 2023 | $917 | +555.0% | 37,290 | +549.8% | 0.01% | +500.0% |
| Q4 2022 | $140 | -99.9% | 5,739 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $140,000 | -36.7% | 5,739 | -35.8% | 0.00% | -50.0% |
| Q2 2022 | $221,000 | +1909.1% | 8,939 | +1922.4% | 0.00% | – |
| Q1 2022 | $11,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | -8.3% | 442 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q3 2019 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q2 2019 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q1 2019 | $12,000 | -77.4% | 442 | -80.0% | 0.00% | -100.0% |
| Q4 2018 | $53,000 | -56.9% | 2,206 | -56.8% | 0.00% | -66.7% |
| Q3 2018 | $123,000 | -40.3% | 5,102 | -40.4% | 0.00% | -57.1% |
| Q2 2018 | $206,000 | – | 8,560 | – | 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% |