ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,329,400 | +5.4% | 134,630 | +5.0% | 2.25% | +3.9% |
| Q2 2023 | $3,157,638 | +1.7% | 128,255 | +1.6% | 2.17% | +1.7% |
| Q1 2023 | $3,105,471 | +4.6% | 126,290 | +3.9% | 2.13% | +3.6% |
| Q4 2022 | $2,968,007 | +30.9% | 121,540 | +30.5% | 2.06% | +21.6% |
| Q3 2022 | $2,267,000 | +117422.0% | 93,115 | +19.5% | 1.69% | -8.7% |
| Q2 2022 | $1,929 | -99.9% | 77,935 | -3.0% | 1.85% | +3.1% |
| Q1 2022 | $2,010,000 | +5.4% | 80,375 | +9.3% | 1.80% | +4.8% |
| Q4 2021 | $1,907,000 | – | 73,550 | – | 1.72% | – |
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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% |