ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $234,935 | +0.6% | 9,500 | 0.0% | 0.08% | +62.5% |
Q1 2023 | $233,605 | +0.7% | 9,500 | 0.0% | 0.05% | -4.0% |
Q4 2022 | $231,990 | -1.3% | 9,500 | 0.0% | 0.05% | +4.2% |
Q2 2022 | $235,000 | -1.3% | 9,500 | 0.0% | 0.05% | +20.0% |
Q1 2022 | $238,000 | -3.3% | 9,500 | 0.0% | 0.04% | +2.6% |
Q4 2021 | $246,000 | -1.6% | 9,500 | 0.0% | 0.04% | -39.1% |
Q3 2021 | $250,000 | -0.4% | 9,500 | 0.0% | 0.06% | -1.5% |
Q2 2021 | $251,000 | 0.0% | 9,500 | 0.0% | 0.06% | -24.4% |
Q1 2021 | $251,000 | -0.8% | 9,500 | 0.0% | 0.09% | +62.3% |
Q4 2020 | $253,000 | +0.8% | 9,500 | 0.0% | 0.05% | -52.3% |
Q3 2020 | $251,000 | – | 9,500 | – | 0.11% | – |
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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% |