ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 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% | – |
Download | ||||||
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% |