ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,627 | +101293.3% | 1,845 | 0.0% | 0.02% | +5.0% |
| Q2 2023 | $45 | 0.0% | 1,845 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $45 | +12.5% | 1,845 | +12.2% | 0.02% | +4.8% |
| Q4 2022 | $40 | -99.9% | 1,645 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $40,000 | -2.4% | 1,645 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $41,000 | 0.0% | 1,645 | 0.0% | 0.02% | +17.6% |
| Q1 2022 | $41,000 | -4.7% | 1,645 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $43,000 | 0.0% | 1,645 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $43,000 | 0.0% | 1,645 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $43,000 | 0.0% | 1,645 | 0.0% | 0.02% | -14.3% |
| Q1 2021 | $43,000 | +79.2% | 1,645 | +83.8% | 0.02% | +75.0% |
| Q4 2020 | $24,000 | 0.0% | 895 | 0.0% | 0.01% | -7.7% |
| Q3 2020 | $24,000 | +4.3% | 895 | +3.5% | 0.01% | -7.1% |
| Q2 2020 | $23,000 | +4.5% | 865 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $22,000 | 0.0% | 865 | 0.0% | 0.02% | +7.1% |
| Q4 2019 | $22,000 | 0.0% | 865 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $22,000 | +83.3% | 865 | +76.5% | 0.02% | +77.8% |
| Q2 2019 | $12,000 | – | 490 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 207,849 | $5,390,000 | 5.46% |
| Aptus Capital Advisors, LLC | 6,433,684 | $166,825,000 | 5.01% |
| Tillar-Wenstrup Advisors, LLC | 387,967 | $10,060,000 | 4.74% |
| Cribstone Capital Management, LLC | 199,834 | $5,182,000 | 2.88% |
| PFG Private Wealth Management, LLC | 202,248 | $5,244,000 | 2.71% |
| RVW Wealth, LLC | 885,597 | $22,964,000 | 2.56% |
| SONATA CAPITAL GROUP INC | 230,556 | $5,978,000 | 2.50% |
| Peloton Wealth Strategists | 227,200 | $5,891,000 | 2.36% |
| CORDA Investment Management, LLC. | 984,800 | $25,536,000 | 2.01% |
| TOBIAS FINANCIAL ADVISORS, INC. | 984,800 | $25,536,000 | 2.01% |