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 | $12,932 | -99.8% | 523 | -99.8% | 0.00% | -100.0% |
| Q2 2023 | $5,679,834 | +283891.7% | 230,700 | +242742.1% | 0.00% | – |
| Q1 2023 | $2,000 | +33233.3% | 95 | -61.2% | 0.00% | – |
| Q4 2022 | $6 | -99.9% | 245 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 245 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | -98.8% | 245 | -98.7% | 0.00% | – |
| Q1 2022 | $492,000 | +1044.2% | 19,586 | +1084.2% | 0.00% | – |
| Q4 2021 | $43,000 | +22.9% | 1,654 | +25.4% | 0.00% | – |
| Q3 2021 | $35,000 | -71.8% | 1,319 | -72.0% | 0.00% | – |
| Q2 2021 | $124,000 | -82.2% | 4,708 | -82.2% | 0.00% | – |
| Q1 2021 | $697,000 | +40.5% | 26,407 | +41.6% | 0.00% | – |
| Q4 2020 | $496,000 | +5.1% | 18,652 | +4.5% | 0.00% | – |
| Q3 2020 | $472,000 | +33.3% | 17,856 | +32.8% | 0.00% | – |
| Q2 2020 | $354,000 | +293.3% | 13,444 | +270.3% | 0.00% | – |
| Q1 2020 | $90,000 | -6.2% | 3,631 | -3.0% | 0.00% | – |
| Q4 2019 | $96,000 | – | 3,745 | – | 0.00% | – |
Download | ||||||
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% |