ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 25 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $364,000 | -58.6% | 14,245 | -58.4% | 0.09% | -64.2% |
| Q4 2019 | $880,000 | -3.6% | 34,255 | -3.6% | 0.25% | -25.3% |
| Q3 2019 | $913,000 | +0.9% | 35,530 | 0.0% | 0.34% | +9.7% |
| Q2 2019 | $905,000 | -10.0% | 35,530 | -12.1% | 0.31% | -13.6% |
| Q1 2019 | $1,006,000 | +37.8% | 40,433 | +32.3% | 0.36% | +10.8% |
| Q4 2018 | $730,000 | +150.9% | 30,558 | +152.7% | 0.32% | +237.5% |
| Q3 2018 | $291,000 | 0.0% | 12,093 | 0.0% | 0.10% | -20.0% |
| Q2 2018 | $291,000 | +9.8% | 12,093 | +11.2% | 0.12% | +53.8% |
| Q1 2018 | $265,000 | +107.0% | 10,875 | +113.4% | 0.08% | +90.2% |
| Q4 2017 | $128,000 | 0.0% | 5,095 | 0.0% | 0.04% | -21.2% |
| Q3 2017 | $128,000 | 0.0% | 5,095 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $128,000 | +2.4% | 5,095 | +2.5% | 0.05% | -3.6% |
| Q1 2017 | $125,000 | +104.9% | 4,970 | +101.0% | 0.06% | +111.5% |
| Q4 2016 | $61,000 | -3.2% | 2,473 | 0.0% | 0.03% | -27.8% |
| Q3 2016 | $63,000 | 0.0% | 2,473 | 0.0% | 0.04% | -10.0% |
| Q2 2016 | $63,000 | +3.3% | 2,473 | 0.0% | 0.04% | -21.6% |
| Q1 2016 | $61,000 | +3.4% | 2,473 | 0.0% | 0.05% | -12.1% |
| Q4 2015 | $59,000 | – | 2,473 | – | 0.06% | – |
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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% |