ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. 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% | – |
Download |
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% |