ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 207,849 | $5,390,000 | 5.46% |
| Aptus Capital Advisors, LLC | 6,433,684 | $166,825,000 | 5.01% |
| Tillar-Wenstrup Advisors, LLC | 387,967 | $10,060,000 | 4.74% |
| Cribstone Capital Management, LLC | 199,834 | $5,182,000 | 2.88% |
| PFG Private Wealth Management, LLC | 202,248 | $5,244,000 | 2.71% |
| RVW Wealth, LLC | 885,597 | $22,964,000 | 2.56% |
| SONATA CAPITAL GROUP INC | 230,556 | $5,978,000 | 2.50% |
| Peloton Wealth Strategists | 227,200 | $5,891,000 | 2.36% |
| CORDA Investment Management, LLC. | 984,800 | $25,536,000 | 2.01% |
| TOBIAS FINANCIAL ADVISORS, INC. | 984,800 | $25,536,000 | 2.01% |