ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,971,928 | -3.6% | 2,546,378 | -4.1% | 0.02% | 0.0% |
| Q2 2023 | $65,346,306 | -0.9% | 2,654,196 | -1.0% | 0.02% | -8.3% |
| Q1 2023 | $65,934,987 | +1.0% | 2,681,374 | +0.3% | 0.02% | 0.0% |
| Q4 2022 | $65,259,104 | +2.9% | 2,672,363 | +2.6% | 0.02% | -14.3% |
| Q3 2022 | $63,393,000 | +31.8% | 2,603,397 | +34.0% | 0.03% | +40.0% |
| Q2 2022 | $48,083,000 | +24.9% | 1,942,738 | +26.7% | 0.02% | +53.8% |
| Q1 2022 | $38,499,000 | -21.9% | 1,533,835 | -19.3% | 0.01% | -7.1% |
| Q4 2021 | $49,271,000 | +0.1% | 1,900,164 | +1.5% | 0.01% | -6.7% |
| Q3 2021 | $49,225,000 | +2.8% | 1,872,399 | +3.1% | 0.02% | 0.0% |
| Q2 2021 | $47,893,000 | +8.3% | 1,816,185 | +8.3% | 0.02% | 0.0% |
| Q1 2021 | $44,242,000 | -2.3% | 1,676,455 | -1.6% | 0.02% | 0.0% |
| Q4 2020 | $45,274,000 | +17.5% | 1,703,292 | +16.9% | 0.02% | 0.0% |
| Q3 2020 | $38,520,000 | +19.9% | 1,456,614 | +19.5% | 0.02% | +7.1% |
| Q2 2020 | $32,127,000 | +18.6% | 1,218,769 | +11.2% | 0.01% | +7.7% |
| Q1 2020 | $27,089,000 | +14.6% | 1,095,853 | +19.1% | 0.01% | +62.5% |
| Q4 2019 | $23,643,000 | +11.3% | 920,330 | +11.3% | 0.01% | 0.0% |
| Q3 2019 | $21,234,000 | +9.7% | 826,548 | +8.8% | 0.01% | +14.3% |
| Q2 2019 | $19,358,000 | -8.9% | 759,747 | -11.0% | 0.01% | -22.2% |
| Q1 2019 | $21,248,000 | +7.3% | 854,004 | +3.1% | 0.01% | 0.0% |
| Q4 2018 | $19,797,000 | -2.6% | 828,329 | -1.8% | 0.01% | +12.5% |
| Q3 2018 | $20,324,000 | +0.4% | 843,303 | +0.2% | 0.01% | -11.1% |
| Q2 2018 | $20,250,000 | +11.6% | 841,287 | +13.0% | 0.01% | +12.5% |
| Q1 2018 | $18,153,000 | +11.1% | 744,269 | +14.1% | 0.01% | +14.3% |
| Q4 2017 | $16,340,000 | +54.4% | 652,304 | +55.2% | 0.01% | +40.0% |
| Q3 2017 | $10,584,000 | +40.8% | 420,340 | +40.1% | 0.01% | +25.0% |
| Q2 2017 | $7,519,000 | +32.7% | 300,035 | +31.0% | 0.00% | +33.3% |
| Q1 2017 | $5,667,000 | +19.3% | 228,964 | +18.0% | 0.00% | 0.0% |
| Q4 2016 | $4,750,000 | +19.2% | 194,033 | +24.8% | 0.00% | +50.0% |
| Q3 2016 | $3,984,000 | +35.3% | 155,489 | +35.1% | 0.00% | 0.0% |
| Q2 2016 | $2,945,000 | +100.1% | 115,100 | +93.9% | 0.00% | +100.0% |
| Q1 2016 | $1,472,000 | +86.8% | 59,373 | +80.8% | 0.00% | 0.0% |
| Q4 2015 | $788,000 | +151.8% | 32,836 | +154.5% | 0.00% | – |
| Q3 2015 | $313,000 | +7725.0% | 12,902 | +6912.0% | 0.00% | – |
| Q2 2015 | $4,000 | – | 184 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,035,326 | $25,987,000 | 7.06% |
| Paradigm, Strategies in Wealth Management, LLC | 222,447 | $5,583,000 | 5.84% |
| Tillar-Wenstrup Advisors, LLC | 369,713 | $9,280,000 | 4.44% |
| Aptus Capital Advisors, LLC | 6,931,910 | $173,991,000 | 4.33% |
| Evensky & Katz LLC | 1,350,782 | $33,905,000 | 3.35% |
| Cribstone Capital Management, LLC | 215,575 | $5,411,000 | 2.96% |
| PFG Private Wealth Management, LLC | 212,475 | $5,333,000 | 2.74% |
| Peloton Wealth Strategists | 247,200 | $6,205,000 | 2.59% |
| RVW Wealth, LLC | 885,126 | $22,217,000 | 2.57% |
| SONATA CAPITAL GROUP INC | 229,810 | $5,768,000 | 2.55% |