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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $396,968 | +0.5% | 16,256 | +0.1% | 0.16% | -5.8% |
| Q3 2022 | $395,000 | -1.7% | 16,237 | +0.1% | 0.17% | +4.3% |
| Q2 2022 | $402,000 | -1.2% | 16,225 | +0.1% | 0.16% | +14.7% |
| Q1 2022 | $407,000 | -3.1% | 16,214 | +0.0% | 0.14% | -1.4% |
| Q4 2021 | $420,000 | -1.4% | 16,207 | +0.1% | 0.14% | -9.4% |
| Q3 2021 | $426,000 | -0.2% | 16,193 | +0.1% | 0.16% | -4.2% |
| Q2 2021 | $427,000 | 0.0% | 16,183 | +0.1% | 0.17% | -9.2% |
| Q1 2021 | $427,000 | -0.7% | 16,172 | +0.0% | 0.18% | -11.1% |
| Q4 2020 | $430,000 | -1.8% | 16,164 | -2.4% | 0.21% | -16.2% |
| Q3 2020 | $438,000 | +0.5% | 16,567 | +0.1% | 0.25% | -7.8% |
| Q2 2020 | $436,000 | +6.6% | 16,553 | +0.1% | 0.27% | -14.4% |
| Q1 2020 | $409,000 | -3.8% | 16,536 | +0.1% | 0.31% | +18.1% |
| Q4 2019 | $425,000 | +0.2% | 16,526 | +0.1% | 0.26% | -12.5% |
| Q3 2019 | $424,000 | +1.0% | 16,509 | +0.1% | 0.30% | +2.0% |
| Q2 2019 | $420,000 | – | 16,496 | – | 0.30% | – |
Download | ||||||
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% |