ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,692 | +1.7% | 68,404 | +1.2% | 0.01% | 0.0% |
| Q2 2023 | $1,663 | +9.6% | 67,560 | +9.5% | 0.01% | -18.2% |
| Q1 2023 | $1,518 | +11.6% | 61,722 | +10.8% | 0.01% | +22.2% |
| Q4 2022 | $1,360 | -99.8% | 55,684 | +90.8% | 0.01% | +80.0% |
| Q3 2022 | $711,000 | +57.3% | 29,186 | +59.8% | 0.01% | +66.7% |
| Q2 2022 | $452,000 | +39.1% | 18,265 | +41.3% | 0.00% | +50.0% |
| Q1 2022 | $325,000 | -1.8% | 12,930 | +1.3% | 0.00% | 0.0% |
| Q4 2021 | $331,000 | -12.4% | 12,769 | -11.2% | 0.00% | -33.3% |
| Q3 2021 | $378,000 | -0.8% | 14,382 | -0.5% | 0.00% | 0.0% |
| Q2 2021 | $381,000 | +10.8% | 14,455 | +11.0% | 0.00% | 0.0% |
| Q1 2021 | $344,000 | +6.5% | 13,024 | +7.3% | 0.00% | 0.0% |
| Q4 2020 | $323,000 | +7.3% | 12,138 | +6.7% | 0.00% | -25.0% |
| Q3 2020 | $301,000 | -2.0% | 11,375 | -2.3% | 0.00% | 0.0% |
| Q2 2020 | $307,000 | +10.4% | 11,643 | +3.5% | 0.00% | -20.0% |
| Q1 2020 | $278,000 | – | 11,247 | – | 0.01% | – |
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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% |