ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 145 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,770,601 | +6.8% | 760,388 | +3.8% | 0.01% | 0.0% |
| Q2 2023 | $17,582,017 | -15.7% | 732,554 | -13.6% | 0.01% | -14.3% |
| Q1 2023 | $20,844,406 | -15.2% | 847,659 | -15.8% | 0.01% | -12.5% |
| Q4 2022 | $24,582,000 | +57.1% | 1,006,197 | +56.6% | 0.01% | +33.3% |
| Q3 2022 | $15,647,000 | +48.7% | 642,473 | +51.3% | 0.01% | +50.0% |
| Q2 2022 | $10,525,000 | -32.6% | 424,576 | -31.8% | 0.00% | -20.0% |
| Q1 2022 | $15,614,000 | +0.5% | 622,637 | +3.9% | 0.01% | +25.0% |
| Q4 2021 | $15,538,000 | +117.4% | 599,267 | +120.5% | 0.00% | +100.0% |
| Q3 2021 | $7,146,000 | +1.5% | 271,773 | +1.8% | 0.00% | 0.0% |
| Q2 2021 | $7,040,000 | +4.4% | 266,838 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $6,743,000 | +12.8% | 255,363 | +13.5% | 0.00% | 0.0% |
| Q4 2020 | $5,980,000 | +4.1% | 224,988 | +3.6% | 0.00% | 0.0% |
| Q3 2020 | $5,742,000 | +5.6% | 217,117 | +5.2% | 0.00% | 0.0% |
| Q2 2020 | $5,440,000 | +9.4% | 206,394 | +2.5% | 0.00% | -33.3% |
| Q1 2020 | $4,974,000 | +37.6% | 201,322 | +43.1% | 0.00% | +50.0% |
| Q4 2019 | $3,614,000 | +20.4% | 140,664 | +20.4% | 0.00% | +100.0% |
| Q3 2019 | $3,001,000 | +9.6% | 116,805 | +8.6% | 0.00% | 0.0% |
| Q2 2019 | $2,739,000 | +22.0% | 107,509 | +18.6% | 0.00% | 0.0% |
| Q1 2019 | $2,246,000 | +18.0% | 90,662 | +13.8% | 0.00% | 0.0% |
| Q4 2018 | $1,904,000 | +16.0% | 79,657 | +17.0% | 0.00% | 0.0% |
| Q3 2018 | $1,641,000 | +9.0% | 68,100 | +8.9% | 0.00% | 0.0% |
| Q2 2018 | $1,505,000 | +32.2% | 62,530 | +34.0% | 0.00% | 0.0% |
| Q1 2018 | $1,138,000 | +91.6% | 46,668 | +96.8% | 0.00% | – |
| Q4 2017 | $594,000 | +102.7% | 23,712 | +103.6% | 0.00% | – |
| Q3 2017 | $293,000 | – | 11,646 | – | 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% |