ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 63 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,245,048 | +4.2% | 980,515 | +3.7% | 1.40% | +2.3% |
| Q2 2023 | $23,273,361 | +3.0% | 945,494 | +2.9% | 1.37% | -2.8% |
| Q1 2023 | $22,590,574 | -0.7% | 918,689 | -1.3% | 1.41% | -10.6% |
| Q4 2022 | $22,739,149 | +14.6% | 931,153 | +16.0% | 1.58% | +10.3% |
| Q1 2020 | $19,836,000 | -19.6% | 802,412 | -16.5% | 1.43% | -3.3% |
| Q4 2019 | $24,676,000 | -0.9% | 960,513 | -0.9% | 1.48% | -10.0% |
| Q3 2019 | $24,906,000 | -1.4% | 969,488 | -2.2% | 1.64% | +3.9% |
| Q2 2019 | $25,263,000 | -1.2% | 991,496 | -3.5% | 1.58% | -3.7% |
| Q1 2019 | $25,567,000 | -0.9% | 1,027,598 | -4.8% | 1.64% | -16.2% |
| Q4 2018 | $25,787,000 | -0.7% | 1,078,974 | +0.2% | 1.96% | +18.2% |
| Q3 2018 | $25,962,000 | +4.8% | 1,077,249 | +4.7% | 1.66% | -5.0% |
| Q2 2018 | $24,769,000 | +40.7% | 1,029,027 | +42.6% | 1.75% | +34.7% |
| Q1 2018 | $17,605,000 | +150.3% | 721,793 | +157.1% | 1.30% | +139.9% |
| Q4 2017 | $7,033,000 | +7.0% | 280,755 | +7.6% | 0.54% | -3.4% |
| Q3 2017 | $6,572,000 | +5.1% | 260,981 | +4.6% | 0.56% | -1.2% |
| Q2 2017 | $6,252,000 | +4.7% | 249,463 | +3.4% | 0.57% | -1.4% |
| Q1 2017 | $5,974,000 | – | 241,372 | – | 0.58% | – |
Download | ||||||
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% |