ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,226,680 | +1.3% | 90,040 | +0.8% | 0.62% | +2.6% |
| Q2 2023 | $2,198,788 | +7.5% | 89,309 | +7.3% | 0.60% | +0.3% |
| Q1 2023 | $2,045,918 | +847.2% | 83,201 | +914.3% | 0.60% | +608.2% |
| Q3 2021 | $216,000 | 0.0% | 8,203 | 0.0% | 0.08% | -14.1% |
| Q2 2021 | $216,000 | 0.0% | 8,203 | 0.0% | 0.10% | -5.7% |
| Q1 2021 | $216,000 | -0.9% | 8,203 | 0.0% | 0.10% | -12.5% |
| Q4 2020 | $218,000 | +0.5% | 8,203 | 0.0% | 0.12% | -13.0% |
| Q3 2020 | $217,000 | – | 8,203 | – | 0.14% | – |
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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% |