ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $914,172 | -15.5% | 37,131 | -15.6% | 0.09% | -18.0% |
| Q1 2023 | $1,081,276 | +0.7% | 43,972 | 0.0% | 0.11% | -4.3% |
| Q4 2022 | $1,073,801 | +20.1% | 43,972 | +19.7% | 0.12% | +8.4% |
| Q3 2022 | $894,000 | -6.1% | 36,730 | -4.5% | 0.11% | -1.8% |
| Q2 2022 | $952,000 | +43.4% | 38,460 | +45.3% | 0.11% | +53.5% |
| Q1 2022 | $664,000 | +6.4% | 26,465 | +10.0% | 0.07% | +9.2% |
| Q4 2021 | $624,000 | +7.2% | 24,065 | +8.7% | 0.06% | -1.5% |
| Q3 2021 | $582,000 | -0.3% | 22,145 | 0.0% | 0.07% | -4.3% |
| Q2 2021 | $584,000 | +20.4% | 22,145 | +20.6% | 0.07% | +11.3% |
| Q1 2021 | $485,000 | +3.9% | 18,362 | +4.4% | 0.06% | -6.1% |
| Q4 2020 | $467,000 | +30.8% | 17,582 | +30.2% | 0.07% | +17.9% |
| Q3 2020 | $357,000 | +58.7% | 13,509 | +58.3% | 0.06% | +43.6% |
| Q2 2020 | $225,000 | +6.6% | 8,534 | 0.0% | 0.04% | -9.3% |
| Q1 2020 | $211,000 | -3.7% | 8,534 | 0.0% | 0.04% | +10.3% |
| Q4 2019 | $219,000 | 0.0% | 8,534 | 0.0% | 0.04% | -9.3% |
| Q3 2019 | $219,000 | +0.9% | 8,534 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $217,000 | +2.4% | 8,534 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $212,000 | +3.9% | 8,534 | 0.0% | 0.04% | -10.4% |
| Q4 2018 | $204,000 | -1.0% | 8,534 | +0.0% | 0.05% | +9.1% |
| Q3 2018 | $206,000 | +19.1% | 8,531 | +18.6% | 0.04% | +12.8% |
| Q2 2018 | $173,000 | – | 7,193 | – | 0.04% | – |
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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% |