ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,172 | +0.4% | 1,584 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $38,998 | +0.1% | 1,584 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $38,951 | +0.7% | 1,584 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $38,681 | +1.8% | 1,584 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $38,000 | -40.6% | 1,584 | -38.7% | 0.00% | 0.0% |
| Q2 2022 | $64,000 | -11.1% | 2,584 | -10.4% | 0.00% | 0.0% |
| Q1 2022 | $72,000 | -2.7% | 2,884 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $74,000 | -1.3% | 2,884 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $75,000 | +120.6% | 2,884 | +121.8% | 0.00% | +200.0% |
| Q2 2021 | $34,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $34,000 | 0.0% | 1,300 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $34,000 | -12.8% | 1,300 | -13.3% | 0.00% | 0.0% |
| Q2 2020 | $39,000 | +8.3% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $36,000 | -5.3% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $38,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $38,000 | +2.7% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $37,000 | -19.6% | 1,500 | -22.3% | 0.00% | -33.3% |
| Q4 2018 | $46,000 | -23.3% | 1,930 | -23.7% | 0.00% | -25.0% |
| Q3 2018 | $60,000 | +20.0% | 2,530 | +20.5% | 0.00% | 0.0% |
| Q2 2018 | $50,000 | -18.0% | 2,100 | -17.0% | 0.00% | -20.0% |
| Q1 2018 | $61,000 | +510.0% | 2,530 | +488.4% | 0.01% | +400.0% |
| Q4 2017 | $10,000 | 0.0% | 430 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 430 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | 0.0% | 430 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $10,000 | 0.0% | 430 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $10,000 | -9.1% | 430 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $11,000 | +10.0% | 430 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $10,000 | – | 430 | – | 0.00% | – |
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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% |