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 | $1,139,286 | -2.0% | 46,069 | -2.4% | 0.73% | +0.8% |
| Q2 2023 | $1,162,704 | -10.4% | 47,226 | -10.5% | 0.73% | -9.9% |
| Q1 2023 | $1,297,393 | -2.9% | 52,761 | -3.6% | 0.81% | -3.9% |
| Q4 2022 | $1,336,580 | -0.6% | 54,733 | -0.8% | 0.84% | -10.2% |
| Q3 2022 | $1,344,000 | -3.3% | 55,178 | -1.8% | 0.93% | +3.8% |
| Q2 2022 | $1,390,000 | -3.3% | 56,172 | -1.9% | 0.90% | +16.6% |
| Q1 2022 | $1,438,000 | -1.4% | 57,274 | +1.9% | 0.77% | -0.6% |
| Q4 2021 | $1,458,000 | +1.3% | 56,213 | +2.7% | 0.78% | -6.7% |
| Q3 2021 | $1,439,000 | -0.3% | 54,717 | -0.1% | 0.83% | +3.3% |
| Q2 2021 | $1,444,000 | +0.6% | 54,751 | +0.6% | 0.81% | -3.7% |
| Q1 2021 | $1,436,000 | -1.6% | 54,416 | -1.0% | 0.84% | -14.0% |
| Q4 2020 | $1,460,000 | -0.5% | 54,945 | -1.0% | 0.97% | -9.3% |
| Q3 2020 | $1,468,000 | +2.1% | 55,524 | +1.8% | 1.07% | +1.2% |
| Q2 2020 | $1,438,000 | +7.7% | 54,540 | +1.0% | 1.06% | -10.2% |
| Q1 2020 | $1,335,000 | +2.0% | 53,985 | +6.0% | 1.18% | +35.5% |
| Q4 2019 | $1,309,000 | +0.8% | 50,945 | +0.8% | 0.87% | -5.3% |
| Q3 2019 | $1,298,000 | +1.6% | 50,517 | +0.7% | 0.92% | +1.1% |
| Q2 2019 | $1,278,000 | +4.2% | 50,157 | +1.8% | 0.91% | +8.1% |
| Q1 2019 | $1,226,000 | +3.6% | 49,291 | -0.4% | 0.84% | -6.8% |
| Q4 2018 | $1,183,000 | -1.1% | 49,486 | -0.3% | 0.90% | +6.9% |
| Q3 2018 | $1,196,000 | -0.3% | 49,630 | -0.3% | 0.84% | -5.7% |
| Q2 2018 | $1,199,000 | +32.9% | 49,793 | +34.7% | 0.90% | +28.0% |
| Q1 2018 | $902,000 | +133.1% | 36,966 | +139.3% | 0.70% | +143.1% |
| Q4 2017 | $387,000 | – | 15,448 | – | 0.29% | – |
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% |