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 2023 | $4,576,901 | +198.0% | 185,075 | +196.7% | 0.25% | +148.5% |
| Q2 2023 | $1,535,796 | +11.8% | 62,380 | +11.7% | 0.10% | 0.0% |
| Q1 2023 | $1,373,327 | +30.8% | 55,849 | +29.9% | 0.10% | +28.6% |
| Q4 2022 | $1,049,572 | +1.1% | 42,980 | +0.8% | 0.08% | -9.4% |
| Q3 2022 | $1,038,000 | +31.6% | 42,647 | +33.7% | 0.08% | +26.9% |
| Q2 2022 | $789,000 | +1872.5% | 31,890 | +2002.2% | 0.07% | +415.4% |
| Q2 2021 | $40,000 | +25.0% | 1,517 | +25.0% | 0.01% | 0.0% |
| Q1 2021 | $32,000 | -52.2% | 1,214 | -52.3% | 0.01% | -7.1% |
| Q3 2020 | $67,000 | – | 2,545 | – | 0.01% | – |
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% |