ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,678,686 | +1384.3% | 553,121 | +1377.7% | 5.43% | +1479.4% |
| Q2 2023 | $921,527 | -2.4% | 37,430 | -2.5% | 0.34% | -10.9% |
| Q1 2023 | $943,730 | +3.9% | 38,379 | +3.2% | 0.39% | -2.8% |
| Q4 2022 | $907,980 | -61.1% | 37,182 | -61.2% | 0.40% | -62.6% |
| Q3 2022 | $2,335,000 | +11.6% | 95,875 | +13.4% | 1.06% | +16.6% |
| Q2 2022 | $2,093,000 | -28.6% | 84,565 | -27.5% | 0.91% | -14.6% |
| Q1 2022 | $2,930,000 | -4.9% | 116,719 | -1.7% | 1.07% | -3.4% |
| Q4 2021 | $3,080,000 | +0.5% | 118,768 | +1.9% | 1.10% | -10.2% |
| Q3 2021 | $3,064,000 | +6.1% | 116,565 | +6.5% | 1.23% | +2.8% |
| Q2 2021 | $2,887,000 | +8.0% | 109,478 | +8.1% | 1.20% | -4.6% |
| Q1 2021 | $2,672,000 | +11.6% | 101,252 | +12.4% | 1.25% | +0.2% |
| Q4 2020 | $2,395,000 | +14.4% | 90,120 | +13.8% | 1.25% | -8.0% |
| Q3 2020 | $2,094,000 | +46.2% | 79,167 | +45.7% | 1.36% | +27.4% |
| Q2 2020 | $1,432,000 | +25.1% | 54,343 | +17.4% | 1.07% | +1.9% |
| Q1 2020 | $1,145,000 | +63.3% | 46,305 | +69.8% | 1.05% | +90.2% |
| Q4 2019 | $701,000 | – | 27,275 | – | 0.55% | – |
Download | ||||||
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% |