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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,646,517 | +0.6% | 349,637 | +0.1% | 5.51% | -5.3% |
| Q2 2023 | $8,598,274 | +6.1% | 349,239 | +6.0% | 5.82% | -8.7% |
| Q1 2023 | $8,100,269 | +12.7% | 329,413 | +12.0% | 6.38% | -0.3% |
| Q4 2022 | $7,185,518 | +25.9% | 294,247 | +25.5% | 6.40% | +22.8% |
| Q3 2022 | $5,709,000 | +1.4% | 234,436 | +3.1% | 5.21% | -15.1% |
| Q2 2022 | $5,630,000 | +0.8% | 227,478 | +2.3% | 6.13% | +5.0% |
| Q1 2022 | $5,583,000 | +3.6% | 222,447 | +7.0% | 5.84% | +6.9% |
| Q4 2021 | $5,390,000 | +15.2% | 207,849 | +16.8% | 5.46% | +23.6% |
| Q3 2021 | $4,677,000 | +3.9% | 177,882 | +4.2% | 4.42% | +9.0% |
| Q2 2021 | $4,503,000 | +92.3% | 170,763 | +92.5% | 4.05% | +79.0% |
| Q1 2021 | $2,342,000 | – | 88,728 | – | 2.26% | – |
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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% |