ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $203,298 | -80.6% | 8,268 | -80.7% | 0.01% | -82.5% |
| Q4 2022 | $1,046,947 | -0.9% | 42,873 | -1.2% | 0.06% | -11.3% |
| Q3 2022 | $1,056,000 | +1.9% | 43,403 | +3.7% | 0.07% | +2.9% |
| Q2 2022 | $1,036,000 | +4.0% | 41,843 | +5.5% | 0.07% | +15.0% |
| Q1 2022 | $996,000 | -1.5% | 39,643 | +1.7% | 0.06% | -4.8% |
| Q4 2021 | $1,011,000 | +54.4% | 38,973 | +56.4% | 0.06% | +40.0% |
| Q3 2021 | $655,000 | +30.5% | 24,916 | +31.0% | 0.04% | +25.0% |
| Q2 2021 | $502,000 | +18.1% | 19,021 | +18.2% | 0.04% | 0.0% |
| Q1 2021 | $425,000 | -18.3% | 16,090 | -17.7% | 0.04% | -23.4% |
| Q4 2020 | $520,000 | – | 19,560 | – | 0.05% | – |
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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% |