ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,469 | +0.4% | 949 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $23,364 | +0.1% | 949 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $23,336 | +101360.9% | 949 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23 | -100.0% | 949 | -99.0% | 0.00% | -99.2% |
| Q3 2022 | $2,360,000 | -3.6% | 96,935 | -2.0% | 0.52% | -2.3% |
| Q2 2022 | $2,448,000 | -1.4% | 98,929 | 0.0% | 0.53% | +8.9% |
| Q1 2022 | $2,483,000 | -2.7% | 98,929 | +0.5% | 0.48% | -18.6% |
| Q4 2021 | $2,553,000 | -1.4% | 98,440 | 0.0% | 0.60% | -10.1% |
| Q3 2021 | $2,588,000 | -0.3% | 98,440 | 0.0% | 0.66% | -63.6% |
| Q2 2021 | $2,596,000 | -0.5% | 98,440 | -0.5% | 1.82% | -3.2% |
| Q1 2021 | $2,610,000 | +25.7% | 98,890 | +26.6% | 1.88% | +14.7% |
| Q4 2020 | $2,076,000 | +0.5% | 78,115 | 0.0% | 1.64% | -5.6% |
| Q3 2020 | $2,066,000 | – | 78,115 | – | 1.74% | – |
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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% |