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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $317,706 | +24.5% | 12,847 | +23.9% | 0.04% | +34.4% |
Q2 2023 | $255,211 | +0.1% | 10,366 | 0.0% | 0.03% | -8.6% |
Q1 2023 | $254,900 | +0.7% | 10,366 | 0.0% | 0.04% | -10.3% |
Q4 2022 | $253,138 | +0.5% | 10,366 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $252,000 | -1.9% | 10,366 | 0.0% | 0.04% | +2.6% |
Q2 2022 | $257,000 | -7.9% | 10,366 | -6.8% | 0.04% | +18.8% |
Q1 2022 | $279,000 | – | 11,128 | – | 0.03% | – |
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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% |