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 | $2,867,394 | -11.4% | 115,948 | -11.8% | 0.11% | -9.0% |
| Q2 2023 | $3,237,530 | +1.7% | 131,500 | +1.6% | 0.12% | -4.7% |
| Q1 2023 | $3,183,937 | +7.4% | 129,481 | +6.7% | 0.13% | +4.1% |
| Q4 2022 | $2,964,001 | +1.6% | 121,376 | +1.3% | 0.12% | -8.9% |
| Q3 2022 | $2,918,000 | +15.6% | 119,840 | +17.5% | 0.14% | +21.6% |
| Q2 2022 | $2,524,000 | +18.8% | 101,982 | +20.5% | 0.11% | +35.4% |
| Q1 2022 | $2,124,000 | +8.6% | 84,616 | +12.2% | 0.08% | +13.9% |
| Q4 2021 | $1,956,000 | +13.5% | 75,419 | +15.1% | 0.07% | +5.9% |
| Q3 2021 | $1,723,000 | +11.6% | 65,540 | +11.9% | 0.07% | +11.5% |
| Q2 2021 | $1,544,000 | +65.0% | 58,549 | +66.2% | 0.06% | +64.9% |
| Q4 2020 | $936,000 | +70.2% | 35,231 | +69.4% | 0.04% | +54.2% |
| Q3 2020 | $550,000 | +16.5% | 20,795 | +16.0% | 0.02% | +14.3% |
| Q2 2020 | $472,000 | – | 17,920 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,035,326 | $25,987,000 | 7.06% |
| Paradigm, Strategies in Wealth Management, LLC | 222,447 | $5,583,000 | 5.84% |
| Tillar-Wenstrup Advisors, LLC | 369,713 | $9,280,000 | 4.44% |
| Aptus Capital Advisors, LLC | 6,931,910 | $173,991,000 | 4.33% |
| Evensky & Katz LLC | 1,350,782 | $33,905,000 | 3.35% |
| Cribstone Capital Management, LLC | 215,575 | $5,411,000 | 2.96% |
| PFG Private Wealth Management, LLC | 212,475 | $5,333,000 | 2.74% |
| Peloton Wealth Strategists | 247,200 | $6,205,000 | 2.59% |
| RVW Wealth, LLC | 885,126 | $22,217,000 | 2.57% |
| SONATA CAPITAL GROUP INC | 229,810 | $5,768,000 | 2.55% |