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 | $785 | -4.6% | 31,753 | -5.0% | 0.12% | +19.0% |
| Q2 2023 | $823 | -7.1% | 33,427 | -7.2% | 0.10% | -34.8% |
| Q1 2023 | $886 | +3.0% | 36,035 | +2.3% | 0.16% | -17.4% |
| Q4 2022 | $860 | -99.9% | 35,232 | -96.2% | 0.20% | -9.3% |
| Q3 2022 | $934,000 | +17.6% | 934,198 | +2813.1% | 0.22% | +77.7% |
| Q2 2022 | $794,000 | +2381.2% | 32,069 | -96.0% | 0.12% | -12.9% |
| Q1 2022 | $32,000 | -96.6% | 805,911 | +2116.7% | 0.14% | +11.2% |
| Q4 2021 | $934,000 | -2.8% | 36,356 | -0.6% | 0.12% | -5.3% |
| Q3 2021 | $961,000 | – | 36,566 | – | 0.13% | – |
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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% |