ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,687,000 | -4.7% | 69,297 | -3.1% | 1.69% | +6.9% |
| Q2 2022 | $1,771,000 | -3.2% | 71,545 | -1.9% | 1.58% | +19.7% |
| Q1 2022 | $1,830,000 | -5.0% | 72,914 | -1.9% | 1.32% | +11.8% |
| Q4 2021 | $1,927,000 | +2.1% | 74,308 | +3.5% | 1.18% | -8.2% |
| Q3 2021 | $1,887,000 | +4.7% | 71,765 | +5.0% | 1.28% | +0.3% |
| Q2 2021 | $1,802,000 | +6.1% | 68,334 | +6.1% | 1.28% | -3.2% |
| Q1 2021 | $1,699,000 | +20.4% | 64,378 | +21.3% | 1.32% | +11.8% |
| Q4 2020 | $1,411,000 | +104.2% | 53,082 | +103.3% | 1.18% | +81.8% |
| Q3 2020 | $691,000 | – | 26,114 | – | 0.65% | – |
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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% |