ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,534,620 | +1.2% | 306,037 | +1.1% | 3.51% | -0.6% |
| Q1 2023 | $7,443,705 | +2.2% | 302,713 | +1.5% | 3.53% | -0.9% |
| Q4 2022 | $7,283,248 | +4.6% | 298,249 | +4.3% | 3.56% | +0.7% |
| Q3 2022 | $6,960,000 | +79.0% | 285,826 | +82.0% | 3.54% | +87.1% |
| Q2 2022 | $3,888,000 | +10.5% | 157,086 | +12.1% | 1.89% | +19.3% |
| Q1 2022 | $3,519,000 | +10.0% | 140,192 | +13.7% | 1.58% | -1.8% |
| Q4 2021 | $3,198,000 | -1.0% | 123,350 | +0.4% | 1.61% | -10.1% |
| Q3 2021 | $3,229,000 | -0.2% | 122,814 | +0.1% | 1.79% | -0.4% |
| Q2 2021 | $3,236,000 | -0.8% | 122,709 | -0.7% | 1.80% | -6.0% |
| Q1 2021 | $3,261,000 | +0.3% | 123,566 | +1.0% | 1.92% | -6.4% |
| Q4 2020 | $3,252,000 | +3.4% | 122,346 | +2.9% | 2.05% | -9.4% |
| Q3 2020 | $3,144,000 | +0.3% | 118,880 | -0.0% | 2.26% | -5.6% |
| Q2 2020 | $3,134,000 | +8.0% | 118,909 | +1.3% | 2.40% | -6.1% |
| Q1 2020 | $2,903,000 | -1.4% | 117,437 | +2.4% | 2.55% | +37.3% |
| Q4 2019 | $2,945,000 | +4.8% | 114,629 | +4.8% | 1.86% | -0.1% |
| Q3 2019 | $2,810,000 | +1.6% | 109,381 | +0.3% | 1.86% | +0.7% |
| Q2 2019 | $2,767,000 | +3.9% | 109,095 | +1.9% | 1.85% | -0.9% |
| Q1 2019 | $2,664,000 | +5.8% | 107,065 | +1.7% | 1.86% | -4.5% |
| Q4 2018 | $2,517,000 | +1.8% | 105,326 | +2.0% | 1.95% | +6.4% |
| Q3 2018 | $2,473,000 | +0.9% | 103,243 | +1.4% | 1.84% | +1.2% |
| Q2 2018 | $2,450,000 | +0.7% | 101,783 | +2.0% | 1.81% | -3.5% |
| Q1 2018 | $2,434,000 | +1099.0% | 99,789 | +1133.2% | 1.88% | +1160.4% |
| Q4 2017 | $203,000 | – | 8,092 | – | 0.15% | – |
Download | ||||||
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% |