ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,133 | +0.4% | 25,804 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $635,294 | +0.1% | 25,804 | 0.0% | 0.10% | -8.0% |
| Q1 2023 | $634,520 | +0.7% | 25,804 | 0.0% | 0.11% | -4.3% |
| Q4 2022 | $630,134 | +19.1% | 25,804 | +18.9% | 0.12% | +6.4% |
| Q3 2022 | $529,000 | +23.3% | 21,709 | +25.1% | 0.11% | +29.4% |
| Q2 2022 | $429,000 | +13.5% | 17,352 | +15.4% | 0.08% | +25.0% |
| Q1 2022 | $378,000 | -2.6% | 15,040 | +0.5% | 0.07% | 0.0% |
| Q4 2021 | $388,000 | -1.3% | 14,962 | 0.0% | 0.07% | -12.8% |
| Q3 2021 | $393,000 | -0.5% | 14,962 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $395,000 | 0.0% | 14,962 | 0.0% | 0.08% | -8.2% |
| Q1 2021 | $395,000 | -0.8% | 14,962 | 0.0% | 0.08% | -9.6% |
| Q4 2020 | $398,000 | +0.5% | 14,962 | 0.0% | 0.09% | -8.7% |
| Q3 2020 | $396,000 | +0.5% | 14,962 | 0.0% | 0.10% | -9.6% |
| Q2 2020 | $394,000 | – | 14,962 | – | 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% |