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 | $1,434,593 | +0.0% | 58,010 | -0.4% | 0.06% | -1.5% |
| Q2 2023 | $1,434,553 | -10.4% | 58,268 | -10.6% | 0.06% | -18.8% |
| Q1 2023 | $1,601,927 | -54.4% | 65,145 | -54.7% | 0.08% | -59.2% |
| Q4 2022 | $3,511,693 | -29.6% | 143,804 | -29.8% | 0.20% | -26.0% |
| Q3 2022 | $4,985,000 | -2.9% | 204,704 | -1.3% | 0.26% | -18.0% |
| Q2 2022 | $5,135,000 | -2.7% | 207,481 | -1.3% | 0.32% | -9.5% |
| Q1 2022 | $5,278,000 | +5.0% | 210,263 | +8.5% | 0.36% | +14.1% |
| Q4 2021 | $5,027,000 | +6.3% | 193,866 | +7.8% | 0.31% | -4.6% |
| Q3 2021 | $4,727,000 | +16.6% | 179,789 | +16.9% | 0.33% | +12.3% |
| Q2 2021 | $4,054,000 | +16.9% | 153,733 | +17.0% | 0.29% | +1.0% |
| Q1 2021 | $3,467,000 | +10.1% | 131,380 | +10.9% | 0.29% | -4.0% |
| Q4 2020 | $3,149,000 | +45.9% | 118,455 | +45.2% | 0.30% | +24.4% |
| Q3 2020 | $2,158,000 | +54.5% | 81,585 | +54.0% | 0.24% | +34.4% |
| Q2 2020 | $1,397,000 | +55.7% | 52,985 | +45.9% | 0.18% | +25.0% |
| Q1 2020 | $897,000 | +6.3% | 36,305 | +10.5% | 0.14% | +17.1% |
| Q4 2019 | $844,000 | – | 32,850 | – | 0.12% | – |
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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% |