ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,497,344 | +24.7% | 181,858 | +24.2% | 1.13% | +29.3% |
| Q2 2023 | $3,605,637 | -1.0% | 146,451 | -1.1% | 0.87% | -4.8% |
| Q1 2023 | $3,641,225 | -27.6% | 148,078 | -28.1% | 0.92% | -29.1% |
| Q4 2022 | $5,029,205 | +95.2% | 205,946 | +94.6% | 1.30% | +80.4% |
| Q3 2022 | $2,577,000 | -2.2% | 105,832 | -0.6% | 0.72% | -1.8% |
| Q2 2022 | $2,636,000 | -21.5% | 106,519 | -20.3% | 0.73% | -2.1% |
| Q1 2022 | $3,357,000 | -45.6% | 133,732 | -43.8% | 0.75% | -42.8% |
| Q4 2021 | $6,169,000 | +1.1% | 237,917 | +2.6% | 1.31% | -9.1% |
| Q3 2021 | $6,099,000 | +0.5% | 231,986 | +0.9% | 1.44% | +2.9% |
| Q2 2021 | $6,068,000 | +2.5% | 229,932 | +2.5% | 1.40% | -5.0% |
| Q1 2021 | $5,922,000 | +3.3% | 224,415 | +4.0% | 1.47% | -8.0% |
| Q4 2020 | $5,734,000 | – | 215,716 | – | 1.60% | – |
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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% |