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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,161,714 | -13.3% | 168,286 | -13.7% | 0.04% | -11.9% |
| Q2 2023 | $4,802,264 | +0.1% | 195,020 | -0.1% | 0.04% | -8.7% |
| Q1 2023 | $4,799,563 | +372.1% | 195,184 | -3.4% | 0.05% | -9.8% |
| Q4 2022 | $1,016,577 | -80.8% | 202,104 | -7.1% | 0.05% | -16.4% |
| Q3 2022 | $5,297,000 | +4.8% | 217,524 | +6.5% | 0.06% | +35.6% |
| Q2 2022 | $5,054,000 | +8.5% | 204,210 | +10.0% | 0.04% | +25.0% |
| Q1 2022 | $4,660,000 | -10.5% | 185,658 | -7.5% | 0.04% | -7.7% |
| Q4 2021 | $5,204,000 | +3.5% | 200,678 | +4.9% | 0.04% | +21.9% |
| Q3 2021 | $5,029,000 | -3.0% | 191,308 | -2.7% | 0.03% | -28.9% |
| Q2 2021 | $5,187,000 | -7.5% | 196,683 | -7.4% | 0.04% | -15.1% |
| Q1 2021 | $5,608,000 | +5.4% | 212,491 | +6.1% | 0.05% | -3.6% |
| Q4 2020 | $5,321,000 | +24.7% | 200,192 | +24.1% | 0.06% | 0.0% |
| Q3 2020 | $4,267,000 | +41.7% | 161,340 | +41.2% | 0.06% | +31.0% |
| Q2 2020 | $3,012,000 | +34.0% | 114,272 | +25.7% | 0.04% | +2.4% |
| Q1 2020 | $2,248,000 | +22.2% | 90,936 | +27.1% | 0.04% | +41.4% |
| Q4 2019 | $1,839,000 | +5.9% | 71,572 | +5.9% | 0.03% | +7.4% |
| Q3 2019 | $1,736,000 | +10.3% | 67,570 | +9.4% | 0.03% | -3.6% |
| Q2 2019 | $1,574,000 | +45.1% | 61,783 | +41.6% | 0.03% | +33.3% |
| Q1 2019 | $1,085,000 | +12.2% | 43,622 | +7.9% | 0.02% | -8.7% |
| Q4 2018 | $967,000 | +162.1% | 40,441 | +164.3% | 0.02% | +187.5% |
| Q3 2018 | $369,000 | -31.8% | 15,300 | -32.1% | 0.01% | -11.1% |
| Q2 2018 | $541,000 | +28.5% | 22,544 | +30.5% | 0.01% | -43.8% |
| Q1 2018 | $421,000 | -6.4% | 17,281 | -3.9% | 0.02% | -15.8% |
| Q4 2017 | $450,000 | -30.2% | 17,991 | -29.9% | 0.02% | +18.8% |
| Q3 2017 | $645,000 | +9.5% | 25,677 | +8.6% | 0.02% | 0.0% |
| Q2 2017 | $589,000 | +140.4% | 23,651 | +138.4% | 0.02% | +128.6% |
| Q1 2017 | $245,000 | – | 9,921 | – | 0.01% | – |
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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% |