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 | $503,453 | +5.5% | 20,358 | +5.1% | 0.01% | 0.0% |
| Q2 2023 | $477,086 | -2.0% | 19,378 | -2.1% | 0.01% | 0.0% |
| Q1 2023 | $486,808 | -1.8% | 19,797 | -2.5% | 0.01% | -9.1% |
| Q4 2022 | $495,726 | +37.3% | 20,300 | +44.6% | 0.01% | +10.0% |
| Q3 2019 | $361,000 | +0.8% | 14,041 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $358,000 | +2.6% | 14,041 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $349,000 | +3.9% | 14,041 | 0.0% | 0.01% | -18.2% |
| Q4 2018 | $336,000 | – | 14,041 | – | 0.01% | – |
Download | ||||||
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% |