ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |