ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $403,890 | -3.1% | 16,332 | -3.5% | 0.06% | -6.7% |
Q2 2023 | $416,887 | -2.7% | 16,933 | -2.9% | 0.06% | -13.0% |
Q1 2023 | $428,500 | -3.8% | 17,433 | -4.4% | 0.07% | -20.7% |
Q4 2022 | $445,247 | -7.6% | 18,233 | -7.9% | 0.09% | -14.7% |
Q3 2022 | $482,000 | -17.7% | 19,799 | -16.3% | 0.10% | -17.7% |
Q2 2022 | $586,000 | +16.5% | 23,661 | +17.8% | 0.12% | +34.8% |
Q1 2022 | $503,000 | +5.7% | 20,090 | +8.1% | 0.09% | +19.5% |
Q4 2021 | $476,000 | – | 18,590 | – | 0.08% | – |
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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% |