ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $231,000 | -1.3% | 9,346 | +0.5% | 0.04% | +12.5% |
| Q1 2022 | $234,000 | -2.9% | 9,304 | +0.3% | 0.03% | -3.0% |
| Q4 2021 | $241,000 | -0.4% | 9,276 | +0.6% | 0.03% | -10.8% |
| Q3 2021 | $242,000 | 0.0% | 9,224 | +0.4% | 0.04% | +2.8% |
| Q2 2021 | $242,000 | -17.7% | 9,183 | -17.5% | 0.04% | -25.0% |
| Q1 2021 | $294,000 | -0.3% | 11,127 | +0.3% | 0.05% | -12.7% |
| Q4 2020 | $295,000 | +46.0% | 11,089 | +45.0% | 0.06% | +31.0% |
| Q3 2020 | $202,000 | +1.0% | 7,646 | +0.6% | 0.04% | -4.5% |
| Q2 2020 | $200,000 | -4.3% | 7,599 | -7.5% | 0.04% | -6.4% |
| Q2 2019 | $209,000 | – | 8,216 | – | 0.05% | – |
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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% |