ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $166,644,019 | -1.7% | 6,738,537 | -2.1% | 0.02% | 0.0% |
| Q2 2023 | $169,524,171 | -4.8% | 6,885,628 | -5.0% | 0.02% | 0.0% |
| Q1 2023 | $178,146,531 | +8.0% | 7,244,674 | +7.3% | 0.02% | -5.3% |
| Q4 2022 | $164,918,120 | +21.7% | 6,753,404 | +21.4% | 0.02% | +18.8% |
| Q3 2022 | $135,506,000 | +10.1% | 5,564,933 | +11.9% | 0.02% | +14.3% |
| Q2 2022 | $123,129,000 | +18.3% | 4,974,937 | +20.0% | 0.01% | +40.0% |
| Q1 2022 | $104,057,000 | +0.5% | 4,145,682 | +3.9% | 0.01% | 0.0% |
| Q4 2021 | $103,505,000 | +5.3% | 3,991,729 | +6.8% | 0.01% | 0.0% |
| Q3 2021 | $98,260,000 | +4.5% | 3,737,555 | +4.8% | 0.01% | 0.0% |
| Q2 2021 | $94,001,000 | +6.6% | 3,564,687 | +6.7% | 0.01% | 0.0% |
| Q1 2021 | $88,200,000 | +8.8% | 3,342,161 | +9.6% | 0.01% | 0.0% |
| Q4 2020 | $81,087,000 | +34.9% | 3,050,660 | +34.2% | 0.01% | +25.0% |
| Q3 2020 | $60,122,000 | +5.2% | 2,273,502 | +4.9% | 0.01% | -11.1% |
| Q2 2020 | $57,128,000 | +4.8% | 2,167,260 | -1.7% | 0.01% | -10.0% |
| Q1 2020 | $54,494,000 | -1.1% | 2,204,438 | +2.7% | 0.01% | +25.0% |
| Q4 2019 | $55,118,000 | +25.2% | 2,145,510 | +25.2% | 0.01% | +14.3% |
| Q3 2019 | $44,027,000 | +16.0% | 1,713,772 | +15.0% | 0.01% | +16.7% |
| Q2 2019 | $37,957,000 | +9.5% | 1,489,669 | +6.9% | 0.01% | +20.0% |
| Q1 2019 | $34,673,000 | +4.3% | 1,393,639 | +0.2% | 0.01% | -16.7% |
| Q4 2018 | $33,236,000 | +20.1% | 1,390,616 | +21.1% | 0.01% | +50.0% |
| Q3 2018 | $27,678,000 | -5.6% | 1,148,437 | -5.7% | 0.00% | -20.0% |
| Q2 2018 | $29,307,000 | +12.2% | 1,217,571 | +13.6% | 0.01% | +25.0% |
| Q1 2018 | $26,131,000 | +27.2% | 1,071,370 | +30.7% | 0.00% | +33.3% |
| Q4 2017 | $20,536,000 | +7.2% | 819,832 | +7.8% | 0.00% | 0.0% |
| Q3 2017 | $19,158,000 | -3.0% | 760,835 | -3.5% | 0.00% | -25.0% |
| Q2 2017 | $19,760,000 | +7.0% | 788,432 | +5.6% | 0.00% | 0.0% |
| Q1 2017 | $18,472,000 | +17.2% | 746,324 | +16.0% | 0.00% | +33.3% |
| Q4 2016 | $15,755,000 | +37.5% | 643,615 | +43.9% | 0.00% | 0.0% |
| Q3 2016 | $11,461,000 | +16.1% | 447,345 | +15.9% | 0.00% | +50.0% |
| Q2 2016 | $9,871,000 | +47.2% | 385,900 | +42.6% | 0.00% | 0.0% |
| Q1 2016 | $6,707,000 | +53.5% | 270,549 | +48.6% | 0.00% | +100.0% |
| Q4 2015 | $4,369,000 | +370.8% | 182,046 | +375.6% | 0.00% | – |
| Q3 2015 | $928,000 | – | 38,276 | – | 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% |