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 | $11,623 | +0.4% | 470 | 0.0% | 0.00% | – |
| Q2 2023 | $11,571 | +0.1% | 470 | 0.0% | 0.00% | – |
| Q1 2023 | $11,557 | +0.7% | 470 | 0.0% | 0.00% | – |
| Q4 2022 | $11,477 | +4.3% | 470 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | -8.3% | 470 | 0.0% | 0.00% | – |
| Q2 2022 | $12,000 | 0.0% | 470 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | -96.6% | 470 | -96.5% | 0.00% | – |
| Q2 2021 | $355,000 | 0.0% | 13,450 | 0.0% | 0.00% | – |
| Q1 2021 | $355,000 | +29.6% | 13,450 | +30.5% | 0.00% | – |
| Q4 2020 | $274,000 | +0.4% | 10,305 | 0.0% | 0.00% | – |
| Q3 2020 | $273,000 | +0.4% | 10,305 | 0.0% | 0.00% | – |
| Q2 2020 | $272,000 | +6.7% | 10,305 | 0.0% | 0.00% | – |
| Q1 2020 | $255,000 | -3.8% | 10,305 | 0.0% | 0.00% | – |
| Q4 2019 | $265,000 | +60.6% | 10,305 | +60.8% | 0.00% | – |
| Q3 2019 | $165,000 | +15.4% | 6,410 | +14.0% | 0.00% | – |
| Q2 2019 | $143,000 | – | 5,625 | – | 0.00% | – |
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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% |