ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,398,637 | +3.6% | 177,866 | +3.1% | 0.04% | +5.6% |
Q2 2023 | $4,245,344 | -1.0% | 172,435 | -1.1% | 0.04% | -16.3% |
Q1 2023 | $4,287,272 | -1.8% | 174,350 | -2.5% | 0.04% | -10.4% |
Q4 2022 | $4,367,324 | +19.8% | 178,842 | +19.5% | 0.05% | +4.3% |
Q3 2022 | $3,645,000 | -1.5% | 149,698 | +0.1% | 0.05% | -9.8% |
Q2 2022 | $3,701,000 | -1.3% | 149,518 | +0.1% | 0.05% | +6.2% |
Q1 2022 | $3,750,000 | -11.9% | 149,411 | -9.0% | 0.05% | -20.0% |
Q4 2021 | $4,258,000 | -1.6% | 164,192 | -0.3% | 0.06% | -16.7% |
Q3 2021 | $4,329,000 | -1.8% | 164,649 | -1.5% | 0.07% | -11.1% |
Q2 2021 | $4,408,000 | -7.9% | 167,154 | -7.8% | 0.08% | -17.3% |
Q1 2021 | $4,787,000 | -0.7% | 181,387 | 0.0% | 0.10% | -22.2% |
Q4 2020 | $4,821,000 | – | 181,387 | – | 0.13% | – |
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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% |