ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. 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% | – |
Download | ||||||
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% |