ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,993,396 | +0.1% | 974,549 | -0.0% | 1.88% | -2.0% |
| Q1 2023 | $23,973,320 | +2.9% | 974,922 | +2.2% | 1.92% | +1.0% |
| Q4 2022 | $23,300,917 | -6.1% | 954,174 | -6.3% | 1.90% | -14.7% |
| Q3 2022 | $24,806,000 | -1.5% | 1,018,739 | +0.1% | 2.22% | +4.2% |
| Q2 2022 | $25,177,000 | +0.5% | 1,017,273 | +1.9% | 2.14% | +10.0% |
| Q1 2022 | $25,057,000 | -1.9% | 998,318 | +1.4% | 1.94% | -3.3% |
| Q4 2021 | $25,536,000 | +19.5% | 984,800 | +21.1% | 2.01% | +7.9% |
| Q3 2021 | $21,372,000 | -0.1% | 812,940 | +0.2% | 1.86% | +1.3% |
| Q2 2021 | $21,388,000 | +6.0% | 811,085 | +6.0% | 1.84% | +0.3% |
| Q1 2021 | $20,185,000 | – | 764,883 | – | 1.83% | – |
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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% |