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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $503,000 | +50.1% | 20,043 | +55.0% | 0.11% | +60.6% |
| Q4 2021 | $335,000 | -30.8% | 12,934 | -29.8% | 0.07% | -34.9% |
| Q3 2021 | $484,000 | -0.4% | 18,412 | 0.0% | 0.11% | -0.9% |
| Q2 2021 | $486,000 | +10.5% | 18,412 | +10.4% | 0.11% | +0.9% |
| Q1 2021 | $440,000 | +61.8% | 16,670 | +62.6% | 0.11% | +118.0% |
| Q4 2020 | $272,000 | +22.5% | 10,250 | +22.3% | 0.05% | +6.4% |
| Q3 2020 | $222,000 | +39.6% | 8,379 | +38.8% | 0.05% | +38.2% |
| Q2 2020 | $159,000 | +80.7% | 6,036 | +69.5% | 0.03% | +47.8% |
| Q1 2020 | $88,000 | – | 3,561 | – | 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% |