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 | $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 ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 207,849 | $5,390,000 | 5.46% |
| Aptus Capital Advisors, LLC | 6,433,684 | $166,825,000 | 5.01% |
| Tillar-Wenstrup Advisors, LLC | 387,967 | $10,060,000 | 4.74% |
| Cribstone Capital Management, LLC | 199,834 | $5,182,000 | 2.88% |
| PFG Private Wealth Management, LLC | 202,248 | $5,244,000 | 2.71% |
| RVW Wealth, LLC | 885,597 | $22,964,000 | 2.56% |
| SONATA CAPITAL GROUP INC | 230,556 | $5,978,000 | 2.50% |
| Peloton Wealth Strategists | 227,200 | $5,891,000 | 2.36% |
| CORDA Investment Management, LLC. | 984,800 | $25,536,000 | 2.01% |
| TOBIAS FINANCIAL ADVISORS, INC. | 984,800 | $25,536,000 | 2.01% |