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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,959 | +3.3% | 1,049,701 | +2.9% | 0.05% | +5.9% |
| Q2 2023 | $25,125 | +6.5% | 1,020,497 | +6.3% | 0.05% | +2.0% |
| Q1 2023 | $23,597 | +93.3% | 959,637 | +92.0% | 0.05% | +72.4% |
| Q4 2022 | $12,205 | -99.9% | 499,809 | +16.4% | 0.03% | +7.4% |
| Q3 2022 | $10,458,000 | +114.2% | 429,487 | +117.7% | 0.03% | +107.7% |
| Q2 2022 | $4,882,000 | +23.5% | 197,272 | +25.3% | 0.01% | +44.4% |
| Q1 2022 | $3,952,000 | -6.7% | 157,487 | -3.6% | 0.01% | -10.0% |
| Q4 2021 | $4,238,000 | +36.2% | 163,440 | +38.1% | 0.01% | +25.0% |
| Q3 2021 | $3,111,000 | +7.5% | 118,349 | +7.8% | 0.01% | +14.3% |
| Q2 2021 | $2,895,000 | +4.9% | 109,793 | +5.0% | 0.01% | -12.5% |
| Q1 2021 | $2,759,000 | +31.1% | 104,578 | +32.1% | 0.01% | +33.3% |
| Q4 2020 | $2,104,000 | +30.6% | 79,178 | +30.0% | 0.01% | 0.0% |
| Q3 2020 | $1,611,000 | +21.7% | 60,925 | +21.3% | 0.01% | +20.0% |
| Q2 2020 | $1,324,000 | +13.1% | 50,247 | +6.1% | 0.01% | 0.0% |
| Q1 2020 | $1,171,000 | +8.5% | 47,379 | +12.8% | 0.01% | +25.0% |
| Q4 2019 | $1,079,000 | +17.7% | 42,007 | +17.7% | 0.00% | 0.0% |
| Q3 2019 | $917,000 | +21.3% | 35,694 | +20.3% | 0.00% | +33.3% |
| Q2 2019 | $756,000 | +21.9% | 29,678 | +18.9% | 0.00% | 0.0% |
| Q1 2019 | $620,000 | +20.9% | 24,952 | +16.0% | 0.00% | 0.0% |
| Q4 2018 | $513,000 | +8.9% | 21,504 | +10.0% | 0.00% | +50.0% |
| Q3 2018 | $471,000 | +33.1% | 19,543 | +33.0% | 0.00% | 0.0% |
| Q2 2018 | $354,000 | -3.3% | 14,698 | -2.3% | 0.00% | 0.0% |
| Q1 2018 | $366,000 | -8.0% | 15,040 | -5.3% | 0.00% | 0.0% |
| Q4 2017 | $398,000 | – | 15,879 | – | 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% |