ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,263,152 | +13.9% | 293,698 | +13.4% | 0.07% | +10.9% |
| Q2 2023 | $6,374,758 | +27.4% | 258,926 | +27.2% | 0.06% | +18.5% |
| Q1 2023 | $5,004,963 | +85.4% | 203,537 | +84.1% | 0.05% | +125.0% |
| Q4 2022 | $2,700,266 | -99.9% | 110,576 | -28.2% | 0.02% | +20.0% |
| Q3 2022 | $1,877,876,000 | +106295.2% | 154,062 | +116.0% | 0.02% | +11.1% |
| Q2 2022 | $1,765,000 | +133.5% | 71,320 | +136.6% | 0.02% | +125.0% |
| Q1 2022 | $756,000 | -63.0% | 30,139 | -61.8% | 0.01% | -61.9% |
| Q4 2021 | $2,044,000 | -7.6% | 78,818 | -6.3% | 0.02% | -4.5% |
| Q3 2021 | $2,211,000 | -4.9% | 84,082 | -4.6% | 0.02% | -15.4% |
| Q2 2021 | $2,324,000 | +0.0% | 88,127 | +0.1% | 0.03% | -10.3% |
| Q1 2021 | $2,323,000 | -41.0% | 88,030 | -40.5% | 0.03% | -37.0% |
| Q4 2020 | $3,934,000 | -99.9% | 148,037 | +14.5% | 0.05% | -28.1% |
| Q3 2020 | $3,433,000,000 | – | 129,320 | – | 0.06% | – |
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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% |