ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,305,905 | +24.8% | 861,541 | +24.3% | 2.65% | +18.4% |
| Q2 2023 | $17,067,293 | +3.1% | 693,229 | +3.0% | 2.24% | -1.5% |
| Q1 2023 | $16,547,869 | +69.4% | 672,951 | +68.2% | 2.27% | +9.9% |
| Q4 2022 | $9,767,493 | +2.1% | 399,979 | +1.9% | 2.07% | -3.7% |
| Q3 2022 | $9,563,000 | -1.0% | 392,711 | +0.7% | 2.14% | +6.1% |
| Q2 2022 | $9,657,000 | +1.9% | 390,165 | +3.4% | 2.02% | +12.3% |
| Q1 2022 | $9,473,000 | +7.4% | 377,414 | +10.9% | 1.80% | +8.0% |
| Q4 2021 | $8,824,000 | +7.0% | 340,291 | +8.5% | 1.67% | -3.1% |
| Q3 2021 | $8,247,000 | +1.2% | 313,687 | +1.5% | 1.72% | +0.5% |
| Q2 2021 | $8,150,000 | +11.0% | 309,066 | +11.1% | 1.71% | +0.2% |
| Q1 2021 | $7,344,000 | +6.3% | 278,286 | +7.1% | 1.71% | +1.4% |
| Q4 2020 | $6,907,000 | +2.8% | 259,873 | +2.2% | 1.69% | -4.7% |
| Q3 2020 | $6,722,000 | +10.4% | 254,189 | +10.0% | 1.77% | +3.2% |
| Q2 2020 | $6,091,000 | +14.8% | 231,058 | +7.6% | 1.72% | -6.5% |
| Q1 2020 | $5,308,000 | -4.0% | 214,709 | -0.2% | 1.83% | +17.6% |
| Q4 2019 | $5,527,000 | +30.4% | 215,135 | +30.4% | 1.56% | +23.5% |
| Q3 2019 | $4,237,000 | +13.4% | 164,944 | +12.5% | 1.26% | +14.3% |
| Q2 2019 | $3,737,000 | – | 146,657 | – | 1.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 207,849 | $5,390,000 | 5.46% |
| Aptus Capital Advisors, LLC | 6,433,684 | $166,825,000 | 5.01% |
| Tillar-Wenstrup Advisors, LLC | 387,967 | $10,060,000 | 4.74% |
| Cribstone Capital Management, LLC | 199,834 | $5,182,000 | 2.88% |
| PFG Private Wealth Management, LLC | 202,248 | $5,244,000 | 2.71% |
| RVW Wealth, LLC | 885,597 | $22,964,000 | 2.56% |
| SONATA CAPITAL GROUP INC | 230,556 | $5,978,000 | 2.50% |
| Peloton Wealth Strategists | 227,200 | $5,891,000 | 2.36% |
| CORDA Investment Management, LLC. | 984,800 | $25,536,000 | 2.01% |
| TOBIAS FINANCIAL ADVISORS, INC. | 984,800 | $25,536,000 | 2.01% |