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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $173,991,000 | +4.3% | 6,931,910 | +7.7% | 4.33% | -13.5% |
| Q4 2021 | $166,825,000 | +25.7% | 6,433,684 | +27.4% | 5.01% | +46.3% |
| Q3 2021 | $132,731,000 | +20.1% | 5,048,729 | +20.5% | 3.42% | +6.0% |
| Q2 2021 | $110,509,000 | +14.0% | 4,190,714 | +14.1% | 3.23% | -7.1% |
| Q1 2021 | $96,912,000 | +15.6% | 3,672,314 | +16.4% | 3.48% | -9.5% |
| Q4 2020 | $83,831,000 | +55.0% | 3,153,914 | +53.9% | 3.84% | +33.7% |
| Q3 2020 | $54,086,000 | +33.2% | 2,049,917 | +32.7% | 2.87% | +12.6% |
| Q2 2020 | $40,614,000 | +63.4% | 1,544,477 | +59.7% | 2.55% | +44.7% |
| Q4 2019 | $24,848,000 | +19.6% | 967,235 | +19.3% | 1.76% | +51.9% |
| Q3 2019 | $20,773,000 | +36.8% | 810,771 | +35.7% | 1.16% | -45.7% |
| Q2 2019 | $15,181,000 | +21.0% | 597,411 | +18.1% | 2.14% | -0.3% |
| Q1 2019 | $12,548,000 | +43.5% | 505,757 | +38.2% | 2.14% | -7.1% |
| Q4 2018 | $8,747,000 | – | 365,986 | – | 2.31% | – |
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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% |