ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |