ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $654,000 | +12.2% | 26,856 | +13.9% | 0.11% | +44.0% |
| Q2 2022 | $583,000 | +6.2% | 23,569 | +7.8% | 0.08% | -6.2% |
| Q1 2022 | $549,000 | -7.1% | 21,869 | -4.0% | 0.08% | -4.8% |
| Q4 2021 | $591,000 | -8.1% | 22,777 | -6.9% | 0.08% | -15.2% |
| Q3 2021 | $643,000 | +13.8% | 24,457 | +14.1% | 0.10% | +8.8% |
| Q2 2021 | $565,000 | +5.8% | 21,436 | +6.0% | 0.09% | -4.2% |
| Q1 2021 | $534,000 | -2.2% | 20,226 | -1.5% | 0.10% | -15.2% |
| Q4 2020 | $546,000 | – | 20,536 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 521,213 | $13,854,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 345,931 | $9,195,000 | 4.76% |
| PFG Private Wealth Management, LLC | 208,889 | $5,552,000 | 4.26% |
| Aptus Capital Advisors, LLC | 3,153,914 | $83,831,000 | 3.84% |
| RVW Wealth, LLC | 822,555 | $22,000,000 | 3.23% |
| Cribstone Capital Management, LLC | 145,919 | $3,879,000 | 2.66% |
| Day & Ennis, LLC | 221,485 | $5,887,000 | 2.34% |
| Signature Wealth Management Group | 122,346 | $3,252,000 | 2.05% |
| CAPITAL ADVISORS INC/OK | 1,946,682 | $51,743,000 | 1.84% |
| Gateway Advisory, LLC | 302,596 | $8,043,000 | 1.75% |