ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,689 | +0.4% | 19,114 | 0.0% | 0.21% | +3.5% |
| Q2 2023 | $470,587 | +7.0% | 19,114 | +6.9% | 0.20% | -2.4% |
| Q1 2023 | $439,768 | +8.1% | 17,884 | +7.4% | 0.21% | +3.0% |
| Q4 2022 | $406,740 | +3.0% | 16,656 | +2.6% | 0.20% | -9.5% |
| Q3 2022 | $395,000 | -27.4% | 16,241 | -26.1% | 0.22% | -22.7% |
| Q2 2022 | $544,000 | +29.5% | 21,967 | +31.3% | 0.29% | +40.9% |
| Q1 2022 | $420,000 | -0.9% | 16,732 | +2.4% | 0.20% | +3.0% |
| Q4 2021 | $424,000 | +18.8% | 16,334 | +20.2% | 0.20% | +4.2% |
| Q3 2021 | $357,000 | +12.3% | 13,588 | +12.7% | 0.19% | +7.4% |
| Q2 2021 | $318,000 | +45.9% | 12,059 | +45.9% | 0.18% | +31.3% |
| Q1 2021 | $218,000 | – | 8,268 | – | 0.13% | – |
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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% |