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 | $3,996,591 | +4.2% | 161,609 | +3.5% | 1.89% | -1.1% |
| Q2 2023 | $3,834,047 | +2.3% | 156,173 | +2.5% | 1.91% | +2.6% |
| Q1 2023 | $3,747,565 | -15.4% | 152,402 | -16.0% | 1.86% | -10.9% |
| Q4 2022 | $4,431,888 | +1357.9% | 181,486 | +1354.4% | 2.09% | +1151.5% |
| Q3 2022 | $304,000 | +18.3% | 12,478 | +20.2% | 0.17% | +24.6% |
| Q2 2022 | $257,000 | -1.2% | 10,378 | 0.0% | 0.13% | +0.8% |
| Q1 2022 | $260,000 | -67.8% | 10,378 | -66.7% | 0.13% | +0.8% |
| Q4 2021 | $807,000 | +195.6% | 31,134 | +200.0% | 0.13% | -11.4% |
| Q3 2021 | $273,000 | +2.2% | 10,378 | +2.3% | 0.15% | +4.2% |
| Q2 2021 | $267,000 | -14.1% | 10,141 | -13.8% | 0.14% | -20.1% |
| Q1 2021 | $311,000 | 0.0% | 11,771 | +0.5% | 0.18% | -6.8% |
| Q4 2020 | $311,000 | +0.3% | 11,708 | 0.0% | 0.19% | -11.1% |
| Q3 2020 | $310,000 | +8.8% | 11,708 | +8.3% | 0.22% | +1.9% |
| Q2 2020 | $285,000 | +6.7% | 10,808 | 0.0% | 0.21% | -4.9% |
| Q1 2020 | $267,000 | -4.0% | 10,808 | 0.0% | 0.22% | +21.9% |
| Q4 2019 | $278,000 | 0.0% | 10,808 | 0.0% | 0.18% | -4.2% |
| Q3 2019 | $278,000 | -11.5% | 10,808 | -12.4% | 0.19% | -12.0% |
| Q2 2019 | $314,000 | -13.7% | 12,333 | -15.7% | 0.22% | -13.2% |
| Q1 2019 | $364,000 | +4.0% | 14,625 | 0.0% | 0.25% | -4.2% |
| Q4 2018 | $350,000 | -0.6% | 14,625 | 0.0% | 0.26% | +13.5% |
| Q3 2018 | $352,000 | -3.3% | 14,625 | -3.3% | 0.23% | -3.0% |
| Q2 2018 | $364,000 | -1.4% | 15,127 | 0.0% | 0.24% | -2.9% |
| Q1 2018 | $369,000 | -2.6% | 15,127 | 0.0% | 0.24% | +3.4% |
| Q4 2017 | $379,000 | +37.3% | 15,127 | +38.2% | 0.24% | +22.9% |
| Q3 2017 | $276,000 | +0.7% | 10,946 | 0.0% | 0.19% | -9.0% |
| Q2 2017 | $274,000 | +1.1% | 10,946 | 0.0% | 0.21% | +18.5% |
| Q1 2017 | $271,000 | +1.1% | 10,946 | 0.0% | 0.18% | -1.1% |
| Q4 2016 | $268,000 | – | 10,946 | – | 0.18% | – |
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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% |