ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 74 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,902,462 | +0.4% | 117,366 | -0.1% | 0.61% | +6.0% |
| Q2 2023 | $2,891,176 | -0.0% | 117,432 | -0.1% | 0.58% | -5.2% |
| Q1 2023 | $2,891,662 | +4.6% | 117,595 | +3.9% | 0.61% | -2.2% |
| Q4 2022 | $2,765,199 | +11.9% | 113,235 | +11.5% | 0.62% | +1.5% |
| Q3 2022 | $2,472,000 | +5.3% | 101,535 | +7.0% | 0.62% | +8.5% |
| Q2 2022 | $2,348,000 | +32.4% | 94,880 | +34.4% | 0.57% | +52.3% |
| Q1 2022 | $1,773,000 | +12.9% | 70,620 | +16.5% | 0.37% | +15.8% |
| Q4 2021 | $1,571,000 | +28.6% | 60,600 | +30.3% | 0.32% | +19.3% |
| Q3 2021 | $1,222,000 | +7.3% | 46,500 | +7.6% | 0.27% | +9.8% |
| Q2 2021 | $1,139,000 | +3.0% | 43,200 | +3.1% | 0.25% | -8.2% |
| Q1 2021 | $1,106,000 | -3.0% | 41,900 | -2.3% | 0.27% | -9.5% |
| Q4 2020 | $1,140,000 | +5.7% | 42,900 | +5.1% | 0.30% | -8.1% |
| Q3 2020 | $1,079,000 | +0.4% | 40,800 | 0.0% | 0.32% | -8.8% |
| Q2 2020 | $1,075,000 | +4.1% | 40,800 | -2.4% | 0.35% | -9.0% |
| Q1 2020 | $1,033,000 | +24.5% | 41,800 | +29.4% | 0.39% | +48.7% |
| Q4 2019 | $830,000 | +127.4% | 32,300 | +127.5% | 0.26% | +108.8% |
| Q3 2019 | $365,000 | +19.3% | 14,200 | +18.3% | 0.12% | +15.7% |
| Q2 2019 | $306,000 | +8.9% | 12,000 | +6.2% | 0.11% | +4.9% |
| Q1 2019 | $281,000 | +4.1% | 11,300 | 0.0% | 0.10% | -5.5% |
| Q4 2018 | $270,000 | – | 11,300 | – | 0.11% | – |
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% |