ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 145 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,369 | -15.4% | 15,300 | -15.7% | 0.01% | -14.3% |
| Q2 2023 | $447,099 | -3.1% | 18,160 | -3.2% | 0.01% | 0.0% |
| Q1 2023 | $461,308 | +0.7% | 18,760 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $458,119 | +41.8% | 18,760 | +41.5% | 0.01% | +33.3% |
| Q3 2022 | $323,000 | +5283.3% | 13,260 | +5000.0% | 0.01% | – |
| Q2 2022 | $6,000 | -95.3% | 260 | -94.9% | 0.00% | -100.0% |
| Q1 2022 | $127,000 | -3.1% | 5,064 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $131,000 | -1.5% | 5,064 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $133,000 | -0.7% | 5,064 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $134,000 | -100.0% | 5,064 | -75.3% | 0.00% | -60.0% |
| Q1 2021 | $542,050,000 | +334498.8% | 20,540 | +237.7% | 0.01% | +25.0% |
| Q4 2020 | $162,000 | +0.6% | 6,083 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $161,000 | +0.6% | 6,083 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $160,000 | +6.7% | 6,083 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $150,000 | -3.8% | 6,083 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $156,000 | -0.6% | 6,083 | -0.6% | 0.01% | 0.0% |
| Q3 2019 | $157,000 | +1.3% | 6,122 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $155,000 | -22.9% | 6,122 | -24.5% | 0.01% | -33.3% |
| Q1 2019 | $201,000 | -9.5% | 8,110 | -12.8% | 0.01% | -18.2% |
| Q4 2018 | $222,000 | -0.9% | 9,302 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $224,000 | 0.0% | 9,302 | 0.0% | 0.01% | -15.4% |
| Q2 2018 | $224,000 | – | 9,302 | – | 0.01% | – |
Download | ||||||
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% |