ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $504,000 | -1.4% | 19,435 | 0.0% | 0.09% | +5.7% |
Q3 2021 | $511,000 | -0.4% | 19,435 | 0.0% | 0.09% | +4.8% |
Q2 2021 | $513,000 | +0.2% | 19,435 | +0.1% | 0.08% | -11.6% |
Q1 2021 | $512,000 | +26.1% | 19,420 | +27.1% | 0.10% | +18.8% |
Q4 2020 | $406,000 | +8.6% | 15,285 | +7.9% | 0.08% | -3.6% |
Q3 2020 | $374,000 | +0.3% | 14,160 | 0.0% | 0.08% | -5.7% |
Q2 2020 | $373,000 | +54.1% | 14,160 | +44.5% | 0.09% | +29.4% |
Q1 2020 | $242,000 | -4.0% | 9,800 | 0.0% | 0.07% | +41.7% |
Q4 2019 | $252,000 | – | 9,800 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Trust Co of Kansas | 521,213 | $13,854,000 | 7.24% |
Tillar-Wenstrup Advisors, LLC | 345,931 | $9,195,000 | 4.76% |
PFG Private Wealth Management, LLC | 208,889 | $5,552,000 | 4.26% |
Aptus Capital Advisors, LLC | 3,153,914 | $83,831,000 | 3.84% |
RVW Wealth, LLC | 822,555 | $22,000,000 | 3.23% |
Cribstone Capital Management, LLC | 145,919 | $3,879,000 | 2.66% |
Day & Ennis, LLC | 221,485 | $5,887,000 | 2.34% |
Signature Wealth Management Group | 122,346 | $3,252,000 | 2.05% |
CAPITAL ADVISORS INC/OK | 1,946,682 | $51,743,000 | 1.84% |
Gateway Advisory, LLC | 302,596 | $8,043,000 | 1.75% |