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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,734,342 | +29.8% | 474,497 | +29.3% | 0.15% | -1.4% |
| Q2 2023 | $9,038,281 | +23.7% | 367,113 | +23.5% | 0.15% | +18.4% |
| Q1 2023 | $7,308,847 | +77.6% | 297,229 | +76.4% | 0.12% | +56.2% |
| Q4 2022 | $4,115,684 | +102.8% | 168,538 | +102.5% | 0.08% | +77.8% |
| Q3 2022 | $2,029,000 | +148.7% | 83,222 | +151.2% | 0.04% | +164.7% |
| Q2 2022 | $816,000 | +72.9% | 33,128 | +76.3% | 0.02% | +183.3% |
| Q1 2022 | $472,000 | +98.3% | 18,792 | +104.8% | 0.01% | 0.0% |
| Q4 2021 | $238,000 | -22.5% | 9,174 | -21.4% | 0.01% | -25.0% |
| Q3 2021 | $307,000 | -51.3% | 11,675 | -51.2% | 0.01% | -63.6% |
| Q2 2021 | $631,000 | -2.2% | 23,910 | -2.3% | 0.02% | -45.0% |
| Q1 2021 | $645,000 | -13.2% | 24,480 | -12.5% | 0.04% | -21.6% |
| Q4 2020 | $743,000 | -1.3% | 27,984 | -1.7% | 0.05% | -30.1% |
| Q3 2020 | $753,000 | -7.7% | 28,459 | -8.2% | 0.07% | -11.0% |
| Q2 2020 | $816,000 | +99.5% | 31,013 | +86.8% | 0.08% | +26.2% |
| Q1 2020 | $409,000 | – | 16,600 | – | 0.06% | – |
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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% |