ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,605,410 | +15.0% | 307,538 | +14.5% | 1.59% | +16.9% |
| Q2 2023 | $6,611,849 | +8.4% | 268,556 | +8.3% | 1.36% | +0.9% |
| Q1 2023 | $6,099,746 | +14.0% | 248,058 | +13.2% | 1.35% | +5.6% |
| Q4 2022 | $5,351,399 | -23.9% | 219,140 | -24.2% | 1.28% | -28.4% |
| Q3 2022 | $7,036,000 | -3.0% | 288,944 | -1.4% | 1.78% | +6.5% |
| Q2 2022 | $7,251,000 | +49.0% | 292,987 | +51.2% | 1.67% | +68.0% |
| Q1 2022 | $4,865,000 | +29.0% | 193,834 | +33.2% | 1.00% | +28.7% |
| Q4 2021 | $3,772,000 | +1.1% | 145,468 | +2.5% | 0.77% | -7.3% |
| Q3 2021 | $3,731,000 | -0.1% | 141,918 | 0.0% | 0.83% | -1.1% |
| Q2 2021 | $3,736,000 | +326.0% | 141,918 | +326.8% | 0.84% | +290.3% |
| Q1 2021 | $877,000 | +32.9% | 33,248 | +33.8% | 0.22% | +21.3% |
| Q4 2020 | $660,000 | +8.7% | 24,843 | +8.2% | 0.18% | -4.3% |
| Q3 2020 | $607,000 | – | 22,957 | – | 0.19% | – |
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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% |