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 | $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 ↓ |
|---|---|---|---|
| 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% |