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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |