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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,125,853 | +0.7% | 45,785 | 0.0% | 0.28% | -10.8% |
| Q4 2022 | $1,118,070 | +0.3% | 45,785 | 0.0% | 0.31% | -7.6% |
| Q3 2022 | $1,115,000 | -15.9% | 45,785 | -14.6% | 0.34% | -8.1% |
| Q2 2022 | $1,326,000 | -1.4% | 53,591 | 0.0% | 0.37% | -13.3% |
| Q1 2022 | $1,345,000 | -3.2% | 53,591 | 0.0% | 0.43% | +7.8% |
| Q4 2021 | $1,390,000 | -1.3% | 53,591 | 0.0% | 0.40% | -7.9% |
| Q3 2021 | $1,409,000 | -0.3% | 53,591 | 0.0% | 0.43% | +0.2% |
| Q2 2021 | $1,413,000 | -13.7% | 53,591 | -13.6% | 0.43% | -16.0% |
| Q1 2021 | $1,637,000 | +440.3% | 62,013 | +444.7% | 0.51% | +405.9% |
| Q4 2020 | $303,000 | +0.7% | 11,385 | 0.0% | 0.10% | -26.8% |
| Q3 2020 | $301,000 | +0.3% | 11,385 | 0.0% | 0.14% | -2.1% |
| Q2 2020 | $300,000 | +6.8% | 11,385 | 0.0% | 0.14% | -21.7% |
| Q1 2020 | $281,000 | – | 11,385 | – | 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% |