ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |