ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,082,751 | +2.4% | 124,656 | +1.9% | 0.05% | +3.8% |
| Q2 2023 | $3,011,726 | +131877.5% | 122,329 | +31.8% | 0.05% | +10.6% |
| Q1 2023 | $2,282 | +54.7% | 92,818 | +53.7% | 0.05% | +17.5% |
| Q4 2022 | $1,475 | -99.9% | 60,391 | +22.1% | 0.04% | +5.3% |
| Q3 2022 | $1,204,000 | -7.2% | 49,455 | -5.6% | 0.04% | -5.0% |
| Q2 2022 | $1,297,000 | +4.7% | 52,400 | +6.2% | 0.04% | +5.3% |
| Q1 2022 | $1,239,000 | -5.3% | 49,355 | -2.2% | 0.04% | -2.6% |
| Q4 2021 | $1,308,000 | -5.4% | 50,460 | -4.1% | 0.04% | -13.3% |
| Q3 2021 | $1,383,000 | +8.2% | 52,613 | +8.5% | 0.04% | 0.0% |
| Q2 2021 | $1,278,000 | -0.9% | 48,480 | -0.8% | 0.04% | -15.1% |
| Q1 2021 | $1,289,000 | +0.2% | 48,848 | +0.9% | 0.05% | -13.1% |
| Q4 2020 | $1,287,000 | +374.9% | 48,413 | +373.1% | 0.06% | +258.8% |
| Q3 2020 | $271,000 | – | 10,233 | – | 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% |