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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 207,849 | $5,390,000 | 5.46% |
| Aptus Capital Advisors, LLC | 6,433,684 | $166,825,000 | 5.01% |
| Tillar-Wenstrup Advisors, LLC | 387,967 | $10,060,000 | 4.74% |
| Cribstone Capital Management, LLC | 199,834 | $5,182,000 | 2.88% |
| PFG Private Wealth Management, LLC | 202,248 | $5,244,000 | 2.71% |
| RVW Wealth, LLC | 885,597 | $22,964,000 | 2.56% |
| SONATA CAPITAL GROUP INC | 230,556 | $5,978,000 | 2.50% |
| Peloton Wealth Strategists | 227,200 | $5,891,000 | 2.36% |
| CORDA Investment Management, LLC. | 984,800 | $25,536,000 | 2.01% |
| TOBIAS FINANCIAL ADVISORS, INC. | 984,800 | $25,536,000 | 2.01% |