ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,145,560 | -27.4% | 288,943 | -27.8% | 0.00% | -33.3% |
| Q2 2023 | $9,848,345 | -1.4% | 400,014 | -1.5% | 0.00% | -25.0% |
| Q1 2023 | $9,986,786 | -11.8% | 406,132 | -12.4% | 0.00% | -20.0% |
| Q4 2022 | $11,323,456 | +161.1% | 463,696 | +168.4% | 0.01% | +400.0% |
| Q1 2022 | $4,337,000 | -52.7% | 172,786 | -51.1% | 0.00% | -66.7% |
| Q4 2021 | $9,160,000 | +47.0% | 353,240 | +49.0% | 0.00% | +50.0% |
| Q3 2021 | $6,231,000 | +15.4% | 236,999 | +15.8% | 0.00% | 0.0% |
| Q2 2021 | $5,399,000 | +50.8% | 204,737 | +50.9% | 0.00% | 0.0% |
| Q1 2021 | $3,581,000 | +14.9% | 135,705 | +15.7% | 0.00% | 0.0% |
| Q4 2020 | $3,117,000 | +142.8% | 117,267 | +141.5% | 0.00% | +100.0% |
| Q3 2020 | $1,284,000 | -39.1% | 48,562 | -39.2% | 0.00% | -50.0% |
| Q2 2020 | $2,107,000 | -85.2% | 79,915 | -86.1% | 0.00% | -85.7% |
| Q1 2020 | $14,233,000 | +1841.7% | 575,780 | +1919.1% | 0.01% | +1300.0% |
| Q4 2019 | $733,000 | -77.1% | 28,517 | -77.1% | 0.00% | -80.0% |
| Q3 2019 | $3,203,000 | -29.9% | 124,679 | -30.5% | 0.01% | -37.5% |
| Q2 2019 | $4,571,000 | -0.1% | 179,396 | -2.4% | 0.01% | +14.3% |
| Q1 2019 | $4,575,000 | +1.9% | 183,896 | -1.3% | 0.01% | -22.2% |
| Q3 2018 | $4,490,000 | +162.7% | 186,327 | +174.5% | 0.01% | +50.0% |
| Q3 2017 | $1,709,000 | +649.6% | 67,890 | +645.9% | 0.01% | +500.0% |
| Q2 2017 | $228,000 | -84.2% | 9,102 | -84.4% | 0.00% | -83.3% |
| Q1 2017 | $1,442,000 | +48.7% | 58,251 | +53.9% | 0.01% | +20.0% |
| Q3 2016 | $970,000 | +119.0% | 37,856 | +118.4% | 0.01% | +150.0% |
| Q2 2016 | $443,000 | -54.9% | 17,337 | -56.2% | 0.00% | -66.7% |
| Q1 2016 | $982,000 | +157.1% | 39,619 | +149.1% | 0.01% | +200.0% |
| Q4 2015 | $382,000 | – | 15,903 | – | 0.00% | – |
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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% |