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 | $1,440 | -19.7% | 58,215 | -20.1% | 0.25% | -16.3% |
| Q2 2023 | $1,793 | -21.2% | 72,821 | -21.2% | 0.30% | -24.8% |
| Q1 2023 | $2,274 | -15.3% | 92,389 | -15.5% | 0.40% | -17.0% |
| Q4 2022 | $2,685 | -99.9% | 109,387 | -1.1% | 0.48% | -13.8% |
| Q3 2022 | $2,685,000 | -0.6% | 110,629 | +1.3% | 0.56% | -1.9% |
| Q2 2022 | $2,700,000 | +1243.3% | 109,233 | +1262.0% | 0.57% | +1400.0% |
| Q1 2022 | $201,000 | -3.4% | 8,020 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $208,000 | +9.5% | 8,009 | +10.9% | 0.04% | +11.8% |
| Q3 2021 | $190,000 | 0.0% | 7,225 | +0.2% | 0.03% | -2.9% |
| Q2 2021 | $190,000 | 0.0% | 7,213 | +0.2% | 0.04% | -5.4% |
| Q1 2021 | $190,000 | +50.8% | 7,199 | +51.8% | 0.04% | +42.3% |
| Q4 2020 | $126,000 | – | 4,743 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 521,213 | $13,854,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 345,931 | $9,195,000 | 4.76% |
| PFG Private Wealth Management, LLC | 208,889 | $5,552,000 | 4.26% |
| Aptus Capital Advisors, LLC | 3,153,914 | $83,831,000 | 3.84% |
| RVW Wealth, LLC | 822,555 | $22,000,000 | 3.23% |
| Cribstone Capital Management, LLC | 145,919 | $3,879,000 | 2.66% |
| Day & Ennis, LLC | 221,485 | $5,887,000 | 2.34% |
| Signature Wealth Management Group | 122,346 | $3,252,000 | 2.05% |
| CAPITAL ADVISORS INC/OK | 1,946,682 | $51,743,000 | 1.84% |
| Gateway Advisory, LLC | 302,596 | $8,043,000 | 1.75% |