ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,413,653 | -2.1% | 97,600 | -2.6% | 0.68% | -5.0% |
| Q2 2023 | $2,466,658 | +6.6% | 100,189 | +6.4% | 0.72% | +8.3% |
| Q1 2023 | $2,314,528 | +119021.4% | 94,125 | +18.3% | 0.67% | +5.9% |
| Q4 2022 | $1,943 | -99.9% | 79,553 | -6.5% | 0.63% | -12.9% |
| Q3 2022 | $2,072,000 | -2.5% | 85,106 | -0.9% | 0.72% | +5.1% |
| Q2 2022 | $2,125,000 | +1.5% | 85,865 | +3.0% | 0.69% | +18.2% |
| Q1 2022 | $2,093,000 | +3.2% | 83,403 | +6.6% | 0.58% | +2.3% |
| Q4 2021 | $2,029,000 | -3.9% | 78,257 | -2.6% | 0.57% | -11.8% |
| Q3 2021 | $2,112,000 | +5.5% | 80,320 | +5.9% | 0.64% | +5.6% |
| Q2 2021 | $2,001,000 | +9.2% | 75,864 | +9.2% | 0.61% | +2.9% |
| Q1 2021 | $1,833,000 | +18.9% | 69,457 | +19.8% | 0.59% | +10.0% |
| Q4 2020 | $1,541,000 | +2.1% | 57,983 | +1.6% | 0.54% | -11.5% |
| Q3 2020 | $1,510,000 | +11.6% | 57,092 | +11.2% | 0.61% | +44.3% |
| Q2 2020 | $1,353,000 | +14.9% | 51,339 | +7.7% | 0.42% | -19.2% |
| Q1 2020 | $1,178,000 | +13.4% | 47,647 | +17.8% | 0.52% | +24.3% |
| Q4 2019 | $1,039,000 | +2564.1% | 40,463 | +2622.9% | 0.42% | +1809.1% |
| Q3 2019 | $39,000 | +2.6% | 1,486 | +0.8% | 0.02% | -4.3% |
| Q2 2019 | $38,000 | – | 1,474 | – | 0.02% | – |
Download | ||||||
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% |