ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |