ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,102,692 | -17.6% | 1,945,115 | -18.0% | 0.01% | -12.5% |
| Q2 2023 | $58,405,433 | -13.0% | 2,372,276 | -13.1% | 0.02% | -15.8% |
| Q1 2023 | $67,099,209 | -4.1% | 2,728,718 | -4.8% | 0.02% | -9.5% |
| Q4 2022 | $69,980,039 | +34.5% | 2,865,686 | +34.1% | 0.02% | +23.5% |
| Q3 2022 | $52,026,000 | +68.1% | 2,136,575 | +70.9% | 0.02% | +70.0% |
| Q2 2022 | $30,942,000 | -5.3% | 1,250,175 | -4.0% | 0.01% | +25.0% |
| Q1 2022 | $32,676,000 | -8.4% | 1,301,819 | -5.3% | 0.01% | -11.1% |
| Q4 2021 | $35,660,000 | -4.1% | 1,375,228 | -2.8% | 0.01% | +12.5% |
| Q3 2021 | $37,192,000 | +1.5% | 1,414,670 | +1.8% | 0.01% | 0.0% |
| Q2 2021 | $36,645,000 | -4.2% | 1,389,658 | -4.1% | 0.01% | -11.1% |
| Q1 2021 | $38,242,000 | +7.1% | 1,449,137 | +7.9% | 0.01% | 0.0% |
| Q4 2020 | $35,702,000 | +22.4% | 1,343,169 | +21.8% | 0.01% | +12.5% |
| Q3 2020 | $29,161,000 | -25.1% | 1,102,699 | -25.3% | 0.01% | -27.3% |
| Q2 2020 | $38,937,000 | +32.4% | 1,477,120 | +24.2% | 0.01% | +10.0% |
| Q1 2020 | $29,410,000 | -4.8% | 1,189,722 | -1.1% | 0.01% | +25.0% |
| Q4 2019 | $30,909,000 | +39.4% | 1,203,119 | +39.4% | 0.01% | +33.3% |
| Q3 2019 | $22,177,000 | +3.2% | 863,255 | +2.3% | 0.01% | 0.0% |
| Q2 2019 | $21,497,000 | -1.4% | 843,668 | -3.8% | 0.01% | 0.0% |
| Q1 2019 | $21,810,000 | +15.7% | 876,610 | +11.1% | 0.01% | 0.0% |
| Q4 2018 | $18,858,000 | +51.5% | 789,033 | +52.8% | 0.01% | +50.0% |
| Q3 2018 | $12,447,000 | +3.0% | 516,470 | +2.9% | 0.00% | 0.0% |
| Q2 2018 | $12,082,000 | +294.4% | 501,952 | +299.6% | 0.00% | +300.0% |
| Q1 2018 | $3,063,000 | +16.3% | 125,602 | +19.4% | 0.00% | 0.0% |
| Q4 2017 | $2,634,000 | +379.8% | 105,154 | +382.2% | 0.00% | – |
| Q3 2017 | $549,000 | +104.1% | 21,805 | +103.4% | 0.00% | – |
| Q2 2017 | $269,000 | +34.5% | 10,722 | +32.5% | 0.00% | – |
| Q1 2017 | $200,000 | +170.3% | 8,090 | +165.1% | 0.00% | – |
| Q4 2016 | $74,000 | – | 3,052 | – | 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% |