ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,113 | +6.1% | 33,284 | +5.6% | 0.08% | +5.0% |
| Q2 2023 | $776,121 | -3.3% | 31,524 | -3.4% | 0.08% | -12.1% |
| Q1 2023 | $802,347 | +0.7% | 32,629 | 0.0% | 0.09% | -1.1% |
| Q4 2022 | $796,800 | +60.3% | 32,629 | +59.8% | 0.09% | +48.4% |
| Q3 2022 | $497,000 | -1.8% | 20,425 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $506,000 | -1.4% | 20,425 | 0.0% | 0.06% | +20.8% |
| Q1 2022 | $513,000 | -1.2% | 20,425 | +2.0% | 0.05% | -1.9% |
| Q4 2021 | $519,000 | +29.4% | 20,025 | +31.2% | 0.05% | +12.5% |
| Q3 2021 | $401,000 | +3.6% | 15,265 | +4.1% | 0.05% | +4.3% |
| Q2 2021 | $387,000 | -2.5% | 14,665 | -2.5% | 0.05% | -13.2% |
| Q1 2021 | $397,000 | +12.8% | 15,045 | +13.7% | 0.05% | +3.9% |
| Q4 2020 | $352,000 | +11.0% | 13,235 | +10.3% | 0.05% | 0.0% |
| Q3 2020 | $317,000 | +18.3% | 11,995 | +18.0% | 0.05% | +2.0% |
| Q2 2020 | $268,000 | – | 10,165 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 207,849 | $5,390,000 | 5.46% |
| Aptus Capital Advisors, LLC | 6,433,684 | $166,825,000 | 5.01% |
| Tillar-Wenstrup Advisors, LLC | 387,967 | $10,060,000 | 4.74% |
| Cribstone Capital Management, LLC | 199,834 | $5,182,000 | 2.88% |
| PFG Private Wealth Management, LLC | 202,248 | $5,244,000 | 2.71% |
| RVW Wealth, LLC | 885,597 | $22,964,000 | 2.56% |
| SONATA CAPITAL GROUP INC | 230,556 | $5,978,000 | 2.50% |
| Peloton Wealth Strategists | 227,200 | $5,891,000 | 2.36% |
| CORDA Investment Management, LLC. | 984,800 | $25,536,000 | 2.01% |
| TOBIAS FINANCIAL ADVISORS, INC. | 984,800 | $25,536,000 | 2.01% |