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 | $262,311 | -38.3% | 10,607 | -38.6% | 0.04% | -40.9% |
| Q2 2023 | $425,191 | +9.3% | 17,270 | +9.2% | 0.07% | +3.1% |
| Q1 2023 | $388,985 | -49.7% | 15,819 | -49.9% | 0.06% | -3.0% |
| Q4 2022 | $773,278 | +102.4% | 31,550 | +100.9% | 0.07% | -13.2% |
| Q3 2022 | $382,000 | -1.5% | 15,703 | +0.3% | 0.08% | +5.6% |
| Q2 2022 | $388,000 | -1.0% | 15,659 | +0.3% | 0.07% | +7.5% |
| Q1 2022 | $392,000 | -3.0% | 15,618 | +0.2% | 0.07% | -4.3% |
| Q4 2021 | $404,000 | -1.2% | 15,592 | +0.3% | 0.07% | -5.4% |
| Q3 2021 | $409,000 | 0.0% | 15,541 | +0.3% | 0.07% | -6.3% |
| Q2 2021 | $409,000 | +0.2% | 15,502 | +0.3% | 0.08% | -2.5% |
| Q1 2021 | $408,000 | -7.3% | 15,460 | -6.7% | 0.08% | -14.7% |
| Q4 2020 | $440,000 | +21.9% | 16,565 | +21.2% | 0.10% | +5.6% |
| Q3 2020 | $361,000 | +0.6% | 13,667 | +0.4% | 0.09% | -14.3% |
| Q2 2020 | $359,000 | +7.2% | 13,614 | +0.5% | 0.10% | -13.9% |
| Q1 2020 | $335,000 | +53.0% | 13,553 | +58.9% | 0.12% | +56.4% |
| Q4 2019 | $219,000 | – | 8,531 | – | 0.08% | – |
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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% |