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 | $4,698,427 | +0.8% | 189,989 | +0.4% | 1.49% | +3.7% |
| Q2 2023 | $4,659,162 | +1.2% | 189,243 | +1.0% | 1.44% | -3.8% |
| Q1 2023 | $4,605,608 | +1.9% | 187,296 | +1.2% | 1.50% | -8.0% |
| Q4 2022 | $4,518,481 | +5.1% | 185,032 | +4.8% | 1.63% | +1.0% |
| Q3 2022 | $4,299,000 | -0.8% | 176,570 | +0.8% | 1.61% | +1.3% |
| Q2 2022 | $4,334,000 | +2.2% | 175,129 | +3.7% | 1.59% | +10.2% |
| Q1 2022 | $4,240,000 | +0.3% | 168,944 | +3.7% | 1.44% | +5.2% |
| Q4 2021 | $4,226,000 | +5.1% | 162,989 | +6.5% | 1.37% | +0.7% |
| Q3 2021 | $4,022,000 | +6.7% | 152,997 | +7.1% | 1.36% | +8.3% |
| Q2 2021 | $3,768,000 | +6.1% | 142,919 | +6.1% | 1.26% | +0.6% |
| Q1 2021 | $3,553,000 | +8.2% | 134,663 | +9.0% | 1.25% | -0.2% |
| Q4 2020 | $3,283,000 | +17.0% | 123,544 | +16.4% | 1.25% | +1.2% |
| Q3 2020 | $2,806,000 | +10.0% | 106,107 | +9.7% | 1.24% | -0.7% |
| Q2 2020 | $2,551,000 | – | 96,767 | – | 1.25% | – |
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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% |