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 | $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 ↓ |
|---|---|---|---|
| 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% |