ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,439,117 | -5.8% | 1,796,972 | -6.2% | 0.07% | -3.9% |
| Q2 2023 | $47,169,459 | -6.6% | 1,915,900 | -6.7% | 0.08% | -10.6% |
| Q1 2023 | $50,490,868 | -4.4% | 2,053,309 | -5.0% | 0.08% | -8.6% |
| Q4 2022 | $52,800,631 | +18.1% | 2,162,188 | +17.8% | 0.09% | +1.1% |
| Q3 2022 | $44,712,000 | +7.4% | 1,836,229 | +9.2% | 0.09% | +13.6% |
| Q2 2022 | $41,615,000 | +2.2% | 1,681,441 | +3.7% | 0.08% | +19.1% |
| Q1 2022 | $40,709,000 | +5.3% | 1,621,854 | +8.8% | 0.07% | +11.5% |
| Q4 2021 | $38,662,000 | +6.4% | 1,490,984 | +7.8% | 0.06% | -10.3% |
| Q3 2021 | $36,346,000 | +5.1% | 1,382,515 | +5.4% | 0.07% | +4.6% |
| Q2 2021 | $34,583,000 | +11.2% | 1,311,445 | +11.3% | 0.06% | +3.2% |
| Q1 2021 | $31,086,000 | +10.6% | 1,177,948 | +11.4% | 0.06% | +3.3% |
| Q4 2020 | $28,117,000 | +37.4% | 1,057,843 | +36.8% | 0.06% | +22.0% |
| Q3 2020 | $20,457,000 | +45.0% | 773,557 | +44.6% | 0.05% | +35.1% |
| Q2 2020 | $14,104,000 | +51.7% | 535,055 | +42.2% | 0.04% | +27.6% |
| Q1 2020 | $9,298,000 | +20.8% | 376,138 | +25.6% | 0.03% | +45.0% |
| Q4 2019 | $7,694,000 | +13.8% | 299,496 | +13.8% | 0.02% | +11.1% |
| Q3 2019 | $6,759,000 | +12.8% | 263,108 | +11.9% | 0.02% | +5.9% |
| Q2 2019 | $5,994,000 | -1.2% | 235,221 | -3.5% | 0.02% | -5.6% |
| Q1 2019 | $6,064,000 | +7.6% | 243,739 | +3.4% | 0.02% | 0.0% |
| Q4 2018 | $5,635,000 | +17.5% | 235,772 | +18.5% | 0.02% | +28.6% |
| Q3 2018 | $4,794,000 | -0.4% | 198,899 | -0.5% | 0.01% | -6.7% |
| Q2 2018 | $4,812,000 | +9.7% | 199,906 | +11.1% | 0.02% | +15.4% |
| Q1 2018 | $4,388,000 | +6.8% | 179,925 | +9.7% | 0.01% | 0.0% |
| Q4 2017 | $4,110,000 | +29.0% | 164,083 | +29.7% | 0.01% | +30.0% |
| Q3 2017 | $3,187,000 | +37.3% | 126,544 | +36.6% | 0.01% | +25.0% |
| Q2 2017 | $2,322,000 | +26.2% | 92,654 | +24.7% | 0.01% | +33.3% |
| Q1 2017 | $1,840,000 | +43.0% | 74,329 | +41.3% | 0.01% | +20.0% |
| Q4 2016 | $1,287,000 | +99.5% | 52,603 | +109.1% | 0.01% | +150.0% |
| Q3 2016 | $645,000 | +204.2% | 25,162 | +202.9% | 0.00% | +100.0% |
| Q2 2016 | $212,000 | +685.2% | 8,306 | +669.1% | 0.00% | – |
| Q1 2016 | $27,000 | – | 1,080 | – | 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% |