ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 120 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,453,471 | +3.7% | 624,887 | +3.3% | 0.33% | -1.2% |
| Q2 2023 | $14,900,419 | +4.1% | 605,216 | +4.0% | 0.34% | -11.8% |
| Q1 2023 | $14,313,522 | -10.8% | 582,087 | -11.4% | 0.38% | -5.9% |
| Q4 2022 | $16,051,080 | +23.1% | 657,292 | +22.8% | 0.41% | +11.5% |
| Q3 2022 | $13,034,000 | +7.0% | 535,268 | +8.8% | 0.36% | +18.6% |
| Q2 2022 | $12,180,000 | -13.9% | 492,103 | -12.7% | 0.31% | -2.8% |
| Q1 2022 | $14,152,000 | -1.9% | 563,828 | +1.4% | 0.32% | -0.9% |
| Q4 2021 | $14,424,000 | +117.0% | 556,273 | +120.0% | 0.32% | +88.8% |
| Q3 2021 | $6,647,000 | +23.8% | 252,850 | +24.2% | 0.17% | +26.1% |
| Q2 2021 | $5,367,000 | +23.1% | 203,543 | +23.2% | 0.13% | +10.7% |
| Q1 2021 | $4,359,000 | +191.8% | 165,171 | +193.9% | 0.12% | +175.0% |
| Q4 2020 | $1,494,000 | +371.3% | 56,200 | +368.3% | 0.04% | +340.0% |
| Q3 2020 | $317,000 | +0.3% | 12,000 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $316,000 | +6.4% | 12,000 | 0.0% | 0.01% | -21.4% |
| Q1 2020 | $297,000 | +28.6% | 12,000 | +33.3% | 0.01% | +55.6% |
| Q4 2019 | $231,000 | – | 9,000 | – | 0.01% | – |
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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% |