ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,666,805 | +11.1% | 107,837 | +10.6% | 0.50% | +11.7% |
| Q2 2023 | $2,399,412 | +16.2% | 97,458 | +16.1% | 0.45% | +14.4% |
| Q1 2023 | $2,064,941 | +35.0% | 83,975 | +34.0% | 0.39% | +25.8% |
| Q4 2022 | $1,529,909 | +15.0% | 62,650 | +14.7% | 0.31% | -2.8% |
| Q3 2022 | $1,330,000 | +15.7% | 54,608 | +17.6% | 0.32% | +18.6% |
| Q2 2022 | $1,150,000 | +6.9% | 46,454 | +8.4% | 0.27% | +25.1% |
| Q1 2022 | $1,076,000 | +2.4% | 42,867 | +5.8% | 0.22% | -4.4% |
| Q4 2021 | $1,051,000 | +29.4% | 40,527 | +31.2% | 0.22% | -21.6% |
| Q3 2021 | $812,000 | +6.8% | 30,900 | +7.3% | 0.29% | +58.6% |
| Q2 2021 | $760,000 | +11.8% | 28,790 | -75.8% | 0.18% | +8.4% |
| Q1 2021 | $680,000 | +1.8% | 119,078 | -0.0% | 0.17% | -15.2% |
| Q4 2020 | $668,000 | – | 119,122 | – | 0.20% | – |
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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% |