ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 227 filers reported holding ISHARES TR in Q2 2022. 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 ↓ |
|---|---|---|---|
| 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% |