ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $7,205 | -99.9% | 295,053 | -25.2% | 3.48% | -27.5% |
Q3 2022 | $9,606,000 | -1.6% | 394,512 | +0.0% | 4.80% | -1.7% |
Q2 2022 | $9,762,000 | +5.2% | 394,406 | +6.7% | 4.88% | +9.9% |
Q1 2022 | $9,280,000 | -7.8% | 369,713 | -4.7% | 4.44% | -6.2% |
Q4 2021 | $10,060,000 | -1.6% | 387,967 | -0.2% | 4.74% | +0.1% |
Q3 2021 | $10,224,000 | +3.5% | 388,888 | +3.8% | 4.73% | +5.1% |
Q2 2021 | $9,879,000 | +2.8% | 374,626 | +2.9% | 4.50% | -4.0% |
Q1 2021 | $9,611,000 | +4.5% | 364,175 | +5.3% | 4.69% | -1.6% |
Q4 2020 | $9,195,000 | – | 345,931 | – | 4.76% | – |
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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% |