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 | $22,208 | +0.4% | 898 | 0.0% | 0.02% | +4.5% |
| Q2 2023 | $22,109 | -31.0% | 898 | -31.1% | 0.02% | -37.1% |
| Q1 2023 | $32,040 | -26.4% | 1,303 | -26.9% | 0.04% | -34.0% |
| Q4 2022 | $43,516 | -14.7% | 1,782 | -15.2% | 0.05% | -13.1% |
| Q3 2022 | $51,000 | -84.9% | 2,102 | -84.6% | 0.06% | -83.6% |
| Q2 2022 | $338,000 | -15.3% | 13,670 | -13.9% | 0.37% | +8.5% |
| Q1 2022 | $399,000 | -28.4% | 15,878 | -26.0% | 0.34% | -23.1% |
| Q4 2021 | $557,000 | +4.7% | 21,469 | +6.1% | 0.45% | -2.8% |
| Q3 2021 | $532,000 | -0.2% | 20,227 | 0.0% | 0.46% | -1.3% |
| Q2 2021 | $533,000 | 0.0% | 20,227 | 0.0% | 0.46% | -5.5% |
| Q1 2021 | $533,000 | – | 20,227 | – | 0.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 521,213 | $13,854,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 345,931 | $9,195,000 | 4.76% |
| PFG Private Wealth Management, LLC | 208,889 | $5,552,000 | 4.26% |
| Aptus Capital Advisors, LLC | 3,153,914 | $83,831,000 | 3.84% |
| RVW Wealth, LLC | 822,555 | $22,000,000 | 3.23% |
| Cribstone Capital Management, LLC | 145,919 | $3,879,000 | 2.66% |
| Day & Ennis, LLC | 221,485 | $5,887,000 | 2.34% |
| Signature Wealth Management Group | 122,346 | $3,252,000 | 2.05% |
| CAPITAL ADVISORS INC/OK | 1,946,682 | $51,743,000 | 1.84% |
| Gateway Advisory, LLC | 302,596 | $8,043,000 | 1.75% |