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 | $149 | +21.1% | 6 | +20.0% | 0.00% | – |
| Q2 2023 | $123 | +146.0% | 5 | +150.0% | 0.00% | – |
| Q1 2023 | $50 | -86.3% | 2 | -86.7% | 0.00% | – |
| Q4 2022 | $366 | – | 15 | +1400.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 2 | -92.6% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 27 | -30.8% | 0.00% | – |
| Q2 2021 | $1,000 | – | 39 | +1850.0% | 0.00% | – |
| Q1 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
| Q2 2020 | $30,000 | +7.1% | 1,139 | 0.0% | 0.00% | – |
| Q1 2020 | $28,000 | -12.5% | 1,139 | -8.4% | 0.00% | – |
| Q4 2019 | $32,000 | -3.0% | 1,243 | -3.1% | 0.00% | – |
| Q3 2019 | $33,000 | 0.0% | 1,283 | 0.0% | 0.00% | – |
| Q2 2019 | $33,000 | -72.0% | 1,283 | -73.0% | 0.00% | – |
| Q1 2019 | $118,000 | – | 4,756 | +475500.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | -75.0% | 0.00% | – |
| Q3 2018 | $0 | – | 4 | – | 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% |