ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,846,017 | -42.9% | 195,959 | -43.8% | 0.22% | +17.2% |
| Q2 2023 | $8,487,338 | +118.4% | 348,628 | +115.9% | 0.19% | +10.1% |
| Q1 2023 | $3,886,973 | +125732.7% | 161,486 | +26.6% | 0.17% | +103.6% |
| Q4 2022 | $3,089 | -99.8% | 127,522 | +112.1% | 0.08% | +118.4% |
| Q3 2022 | $1,446,000 | +114.9% | 60,125 | +131.8% | 0.04% | +192.3% |
| Q4 2021 | $673,000 | -1.3% | 25,940 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $682,000 | -0.3% | 25,940 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $684,000 | -0.1% | 25,940 | 0.0% | 0.01% | +7.7% |
| Q1 2021 | $685,000 | -2.6% | 25,940 | -1.9% | 0.01% | -53.6% |
| Q4 2020 | $703,000 | +13.6% | 26,455 | +13.1% | 0.03% | -24.3% |
| Q3 2020 | $619,000 | +29.0% | 23,388 | +28.5% | 0.04% | -2.6% |
| Q2 2020 | $480,000 | +1070.7% | 18,198 | +1001.6% | 0.04% | +850.0% |
| Q1 2020 | $41,000 | +41.4% | 1,652 | +45.3% | 0.00% | +100.0% |
| Q4 2019 | $29,000 | 0.0% | 1,137 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | +93.3% | 1,137 | +89.5% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | -63.4% | 600 | -65.5% | 0.00% | 0.0% |
| Q4 2018 | $41,000 | -59.4% | 1,737 | -58.7% | 0.00% | -50.0% |
| Q3 2018 | $101,000 | +24.7% | 4,206 | +24.3% | 0.00% | +33.3% |
| Q2 2018 | $81,000 | -1.2% | 3,383 | +2.9% | 0.00% | -25.0% |
| Q1 2018 | $82,000 | 0.0% | 3,287 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $82,000 | +17.1% | 3,287 | +17.9% | 0.00% | +33.3% |
| Q3 2017 | $70,000 | +20.7% | 2,787 | +20.8% | 0.00% | +50.0% |
| Q2 2017 | $58,000 | +107.1% | 2,307 | +102.9% | 0.00% | +100.0% |
| Q1 2017 | $28,000 | -15.2% | 1,137 | -15.5% | 0.00% | -50.0% |
| Q4 2016 | $33,000 | -2.9% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $34,000 | +580.0% | 1,346 | +544.0% | 0.00% | – |
| Q2 2016 | $5,000 | -66.7% | 209 | -65.2% | 0.00% | -100.0% |
| Q1 2016 | $15,000 | +200.0% | 600 | +187.1% | 0.00% | – |
| Q4 2015 | $5,000 | – | 209 | – | 0.00% | – |
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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% |