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 | $376,489 | +92403.4% | 15,224 | -8.0% | 0.06% | -5.1% |
| Q2 2023 | $407 | +6.3% | 16,549 | +6.5% | 0.06% | -6.3% |
| Q1 2023 | $383 | +17.8% | 15,533 | +16.5% | 0.06% | -8.7% |
| Q4 2022 | $325 | -99.9% | 13,332 | 0.0% | 0.07% | -9.2% |
| Q3 2022 | $325,000 | -1.5% | 13,332 | 0.0% | 0.08% | +4.1% |
| Q2 2022 | $330,000 | -1.5% | 13,332 | 0.0% | 0.07% | +14.1% |
| Q1 2022 | $335,000 | -3.2% | 13,332 | 0.0% | 0.06% | +6.7% |
| Q4 2021 | $346,000 | -1.1% | 13,332 | 0.0% | 0.06% | -10.4% |
| Q3 2021 | $350,000 | +6.1% | 13,332 | +6.8% | 0.07% | +1.5% |
| Q1 2021 | $330,000 | -0.6% | 12,487 | 0.0% | 0.07% | -5.7% |
| Q4 2020 | $332,000 | -10.8% | 12,487 | -11.1% | 0.07% | -22.2% |
| Q3 2020 | $372,000 | +56.3% | 14,049 | +55.6% | 0.09% | +50.0% |
| Q2 2020 | $238,000 | +6.7% | 9,031 | 0.0% | 0.06% | -7.7% |
| Q1 2020 | $223,000 | – | 9,031 | – | 0.06% | – |
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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% |