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 | $7,934,381 | +4.2% | 320,840 | +3.8% | 0.48% | +6.5% |
| Q2 2023 | $7,612,437 | +10.7% | 309,197 | +10.6% | 0.45% | +3.0% |
| Q1 2023 | $6,874,313 | -22.7% | 279,557 | -23.2% | 0.44% | -32.3% |
| Q4 2022 | $8,888,587 | +365.9% | 363,988 | +364.5% | 0.64% | +314.8% |
| Q3 2022 | $1,908,000 | -90.6% | 78,361 | +9491.3% | 0.16% | +7650.0% |
| Q2 2022 | $20,220,000 | – | 817 | – | 0.00% | – |
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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% |