ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,783,536 | +70.6% | 1,244,800 | +69.8% | 0.04% | +40.6% |
| Q2 2023 | $18,043,038 | +23.7% | 732,890 | +23.6% | 0.03% | +18.5% |
| Q1 2023 | $14,583,220 | +47.6% | 593,077 | +46.6% | 0.03% | +35.0% |
| Q4 2022 | $9,879,843 | +17.1% | 404,578 | +16.7% | 0.02% | +5.3% |
| Q3 2022 | $8,440,000 | +119.1% | 346,634 | +122.6% | 0.02% | +137.5% |
| Q2 2022 | $3,853,000 | +25.2% | 155,705 | +20.6% | 0.01% | +33.3% |
| Q1 2022 | $3,078,000 | +7.2% | 129,114 | +16.6% | 0.01% | +20.0% |
| Q4 2021 | $2,872,000 | +37.7% | 110,769 | +39.6% | 0.01% | +25.0% |
| Q3 2021 | $2,086,000 | -11.9% | 79,348 | -11.6% | 0.00% | -20.0% |
| Q2 2021 | $2,368,000 | +10.4% | 89,774 | +10.5% | 0.01% | 0.0% |
| Q1 2021 | $2,144,000 | -4.5% | 81,252 | -3.8% | 0.01% | -16.7% |
| Q4 2020 | $2,244,000 | +4.5% | 84,423 | +3.9% | 0.01% | 0.0% |
| Q3 2020 | $2,148,000 | +15.7% | 81,292 | +15.3% | 0.01% | 0.0% |
| Q2 2020 | $1,857,000 | +24.2% | 70,493 | +16.5% | 0.01% | 0.0% |
| Q1 2020 | $1,495,000 | – | 60,533 | – | 0.01% | – |
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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% |