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 | $1,697 | +26.1% | 68,619 | +25.4% | 0.00% | +33.3% |
| Q2 2023 | $1,346 | +84.4% | 54,705 | +84.2% | 0.00% | +50.0% |
| Q1 2023 | $730 | +55.3% | 29,695 | +54.8% | 0.00% | +100.0% |
| Q4 2022 | $470 | -99.8% | 19,178 | +75.4% | 0.00% | 0.0% |
| Q3 2022 | $267,000 | +21.9% | 10,931 | +23.4% | 0.00% | 0.0% |
| Q2 2022 | $219,000 | -1.4% | 8,860 | +0.2% | 0.00% | – |
| Q1 2022 | $222,000 | -21.8% | 8,838 | -17.8% | 0.00% | -100.0% |
| Q1 2021 | $284,000 | -0.7% | 10,756 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $286,000 | – | 10,750 | – | 0.00% | – |
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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% |