ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,345 | +0.4% | 16,593 | 0.0% | 0.15% | +4.3% |
| Q2 2023 | $408,520 | +0.1% | 16,593 | 0.0% | 0.14% | -6.7% |
| Q1 2023 | $408,022 | +179645.4% | 16,593 | +78.7% | 0.15% | +72.4% |
| Q4 2022 | $227 | -99.9% | 9,286 | -14.0% | 0.09% | -23.7% |
| Q3 2022 | $263,000 | +37.7% | 10,797 | +39.9% | 0.11% | +44.3% |
| Q2 2022 | $191,000 | +117.0% | 7,720 | +120.0% | 0.08% | +154.8% |
| Q1 2022 | $88,000 | -3.3% | 3,509 | 0.0% | 0.03% | -3.1% |
| Q4 2021 | $91,000 | -1.1% | 3,509 | 0.0% | 0.03% | -13.5% |
| Q3 2021 | $92,000 | -1.1% | 3,509 | 0.0% | 0.04% | -11.9% |
| Q2 2021 | $93,000 | 0.0% | 3,509 | 0.0% | 0.04% | -6.7% |
| Q1 2021 | $93,000 | 0.0% | 3,509 | 0.0% | 0.04% | -21.1% |
| Q4 2020 | $93,000 | +232.1% | 3,509 | +234.2% | 0.06% | +185.0% |
| Q3 2020 | $28,000 | 0.0% | 1,050 | 0.0% | 0.02% | -4.8% |
| Q2 2020 | $28,000 | +7.7% | 1,050 | 0.0% | 0.02% | -4.5% |
| Q1 2020 | $26,000 | -3.7% | 1,050 | 0.0% | 0.02% | +15.8% |
| Q4 2019 | $27,000 | 0.0% | 1,050 | 0.0% | 0.02% | +26.7% |
| Q3 2019 | $27,000 | 0.0% | 1,050 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $27,000 | +3.8% | 1,050 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $26,000 | +4.0% | 1,050 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $25,000 | – | 1,050 | – | 0.02% | – |
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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% |