ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 356 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,715,668 | +3.9% | 267,237 | +3.6% | 3.41% | +0.3% |
| Q1 2024 | $6,461,946 | +6.6% | 257,962 | +6.0% | 3.40% | -0.3% |
| Q4 2023 | $6,060,728 | +40.1% | 243,305 | +39.1% | 3.42% | +24.8% |
| Q3 2023 | $4,327,107 | +132.7% | 174,974 | +131.6% | 2.74% | +127.3% |
| Q2 2023 | $1,859,819 | +16.9% | 75,541 | +16.8% | 1.20% | +7.9% |
| Q1 2023 | $1,590,555 | +1.3% | 64,683 | +0.6% | 1.12% | -4.9% |
| Q4 2022 | $1,570,035 | +19.2% | 64,293 | +18.9% | 1.17% | +11.6% |
| Q3 2022 | $1,317,000 | +1.1% | 54,066 | +2.7% | 1.05% | +6.6% |
| Q2 2022 | $1,303,000 | -59.9% | 52,651 | -59.4% | 0.99% | -11.5% |
| Q1 2022 | $3,252,000 | +98.4% | 129,548 | +104.9% | 1.12% | +3.6% |
| Q4 2021 | $1,639,000 | +22.8% | 63,214 | +24.5% | 1.08% | +12.7% |
| Q3 2021 | $1,335,000 | – | 50,793 | – | 0.96% | – |
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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% |