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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,435 | +3.6% | 58,026 | +3.2% | 0.30% | +7.0% |
| Q2 2023 | $1,385 | +2.5% | 56,236 | +2.3% | 0.28% | -5.9% |
| Q1 2023 | $1,351 | +64.6% | 54,951 | +63.5% | 0.30% | +54.6% |
| Q4 2022 | $821 | -99.9% | 33,601 | +43.3% | 0.20% | +32.4% |
| Q3 2022 | $571,000 | +3.1% | 23,456 | +4.7% | 0.15% | +5.7% |
| Q2 2022 | $554,000 | -1.4% | 22,396 | 0.0% | 0.14% | +18.6% |
| Q1 2022 | $562,000 | +0.7% | 22,396 | +4.1% | 0.12% | +3.5% |
| Q4 2021 | $558,000 | -1.1% | 21,521 | +0.2% | 0.11% | -5.8% |
| Q3 2021 | $564,000 | +1.1% | 21,471 | +1.4% | 0.12% | -1.6% |
| Q2 2021 | $558,000 | +2.0% | 21,176 | +2.2% | 0.12% | -6.8% |
| Q1 2021 | $547,000 | +5.6% | 20,711 | +6.3% | 0.13% | -1.5% |
| Q4 2020 | $518,000 | +5.9% | 19,486 | +5.5% | 0.13% | -4.3% |
| Q3 2020 | $489,000 | -0.4% | 18,476 | -0.8% | 0.14% | -7.3% |
| Q2 2020 | $491,000 | +6.7% | 18,621 | 0.0% | 0.15% | -13.7% |
| Q1 2020 | $460,000 | -3.8% | 18,621 | 0.0% | 0.18% | +19.0% |
| Q4 2019 | $478,000 | +0.6% | 18,621 | +0.8% | 0.15% | -8.7% |
| Q3 2019 | $475,000 | +0.8% | 18,475 | 0.0% | 0.16% | +5.2% |
| Q2 2019 | $471,000 | +5.6% | 18,475 | +3.1% | 0.15% | +1.3% |
| Q1 2019 | $446,000 | +33.1% | 17,915 | +27.8% | 0.15% | +18.9% |
| Q4 2018 | $335,000 | – | 14,015 | – | 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% |