ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,879,690 | +15.9% | 1,491,292 | +15.3% | 0.05% | +18.2% |
| Q2 2023 | $31,830,333 | +6.6% | 1,292,862 | +6.4% | 0.04% | +2.3% |
| Q1 2023 | $29,871,868 | +7.9% | 1,214,795 | +7.2% | 0.04% | +2.4% |
| Q4 2022 | $27,679,703 | -0.2% | 1,133,483 | -0.5% | 0.04% | -6.7% |
| Q3 2022 | $27,743,000 | +31.6% | 1,139,364 | +33.8% | 0.04% | +36.4% |
| Q2 2022 | $21,081,000 | -37.6% | 851,749 | -36.7% | 0.03% | -28.3% |
| Q1 2022 | $33,778,000 | +18.9% | 1,345,722 | +22.9% | 0.05% | +21.1% |
| Q4 2021 | $28,402,000 | +5.5% | 1,095,325 | +7.0% | 0.04% | -2.6% |
| Q3 2021 | $26,912,000 | +843.9% | 1,023,675 | +846.8% | 0.04% | +875.0% |
| Q2 2021 | $2,851,000 | -57.3% | 108,124 | -57.3% | 0.00% | -63.6% |
| Q1 2021 | $6,675,000 | +154.0% | 252,925 | +155.8% | 0.01% | +120.0% |
| Q4 2020 | $2,628,000 | +26.5% | 98,890 | +25.9% | 0.01% | +25.0% |
| Q3 2020 | $2,077,000 | -6.9% | 78,519 | -7.2% | 0.00% | -20.0% |
| Q2 2020 | $2,230,000 | +17.9% | 84,576 | +10.5% | 0.01% | 0.0% |
| Q1 2020 | $1,891,000 | +7.6% | 76,571 | +11.8% | 0.01% | +25.0% |
| Q4 2019 | $1,757,000 | +2.3% | 68,486 | +2.6% | 0.00% | 0.0% |
| Q3 2019 | $1,718,000 | +10.4% | 66,761 | +9.0% | 0.00% | 0.0% |
| Q2 2019 | $1,556,000 | -32.1% | 61,223 | -33.7% | 0.00% | -33.3% |
| Q1 2019 | $2,291,000 | +143.2% | 92,285 | +134.0% | 0.01% | +100.0% |
| Q4 2018 | $942,000 | +107.5% | 39,440 | +108.8% | 0.00% | +200.0% |
| Q3 2018 | $454,000 | – | 18,891 | – | 0.00% | – |
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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% |