ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,781,588 | -2.3% | 152,915 | -2.8% | 0.35% | -0.6% |
| Q2 2023 | $3,871,865 | -2.0% | 157,265 | -2.1% | 0.35% | +4.8% |
| Q1 2023 | $3,949,351 | +112.3% | 160,608 | +110.8% | 0.33% | +87.6% |
| Q4 2022 | $1,860,511 | -36.0% | 76,188 | -36.2% | 0.18% | -49.0% |
| Q3 2022 | $2,906,000 | -1.2% | 119,359 | +0.5% | 0.35% | +1.8% |
| Q2 2022 | $2,941,000 | +33.5% | 118,809 | +35.4% | 0.34% | +51.6% |
| Q1 2022 | $2,203,000 | +251.9% | 87,776 | +269.9% | 0.22% | +240.9% |
| Q1 2021 | $626,000 | -76.4% | 23,730 | -76.2% | 0.07% | -79.3% |
| Q4 2020 | $2,655,000 | +1.5% | 99,905 | +1.0% | 0.32% | -11.9% |
| Q3 2020 | $2,615,000 | -17.7% | 98,884 | -18.0% | 0.36% | -25.7% |
| Q2 2020 | $3,177,000 | +96.0% | 120,542 | +83.8% | 0.49% | +58.1% |
| Q1 2020 | $1,621,000 | -45.9% | 65,588 | -43.8% | 0.31% | -37.5% |
| Q4 2019 | $2,999,000 | -0.9% | 116,746 | -0.9% | 0.49% | -9.9% |
| Q3 2019 | $3,025,000 | +0.9% | 117,769 | +0.1% | 0.55% | -4.9% |
| Q2 2019 | $2,999,000 | +14.5% | 117,708 | +11.8% | 0.58% | +3.8% |
| Q1 2019 | $2,619,000 | – | 105,273 | – | 0.55% | – |
Download | ||||||
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% |