ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,333,730 | -0.9% | 53,542 | -1.6% | 0.18% | +2.2% |
| Q3 2023 | $1,346,274 | -1.5% | 54,439 | -2.0% | 0.18% | -7.7% |
| Q2 2023 | $1,367,347 | +9.3% | 55,538 | +9.2% | 0.20% | -0.5% |
| Q1 2023 | $1,251,044 | -67.3% | 50,876 | -67.5% | 0.20% | -70.7% |
| Q4 2022 | $3,826,139 | +36.6% | 156,681 | +36.2% | 0.67% | -4.3% |
| Q3 2022 | $2,802,000 | +45.9% | 115,062 | +48.3% | 0.70% | +29.9% |
| Q2 2022 | $1,920,000 | +40.1% | 77,579 | +42.1% | 0.54% | +58.7% |
| Q1 2022 | $1,370,000 | -23.8% | 54,595 | -21.3% | 0.34% | -27.1% |
| Q4 2021 | $1,799,000 | +9.2% | 69,365 | +10.7% | 0.47% | -13.0% |
| Q3 2021 | $1,648,000 | +3.9% | 62,683 | +4.2% | 0.54% | +7.4% |
| Q2 2021 | $1,586,000 | +14.7% | 60,128 | +14.7% | 0.50% | +0.8% |
| Q1 2021 | $1,383,000 | +1.0% | 52,424 | +1.8% | 0.50% | -9.3% |
| Q4 2020 | $1,369,000 | – | 51,502 | – | 0.55% | – |
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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% |