ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,067 | -14.6% | 10,678 | -15.0% | 0.01% | -12.5% |
| Q2 2023 | $309,114 | -18.5% | 12,555 | -18.6% | 0.01% | -20.0% |
| Q1 2023 | $379,350 | -99.3% | 15,427 | -99.3% | 0.01% | -99.3% |
| Q4 2022 | $53,651,429 | -4.4% | 2,197,028 | -5.3% | 1.52% | -12.6% |
| Q3 2022 | $56,136,000 | +0.4% | 2,319,671 | +2.7% | 1.74% | +3.9% |
| Q2 2022 | $55,896,000 | +10.8% | 2,258,439 | +12.4% | 1.68% | +21.2% |
| Q1 2022 | $50,441,000 | -0.2% | 2,009,618 | +3.1% | 1.38% | +2.1% |
| Q4 2021 | $50,563,000 | -0.3% | 1,949,994 | +1.1% | 1.35% | -10.2% |
| Q3 2021 | $50,703,000 | +2.1% | 1,928,613 | +2.5% | 1.51% | +1.3% |
| Q2 2021 | $49,636,000 | -2.7% | 1,882,306 | -2.6% | 1.49% | -11.0% |
| Q1 2021 | $51,019,000 | -1.4% | 1,933,260 | -0.7% | 1.67% | -9.4% |
| Q4 2020 | $51,743,000 | -0.1% | 1,946,682 | -0.6% | 1.84% | -12.0% |
| Q3 2020 | $51,785,000 | +2.5% | 1,958,213 | +2.9% | 2.10% | -0.2% |
| Q2 2020 | $50,544,000 | +12.0% | 1,902,306 | +4.2% | 2.10% | -14.1% |
| Q1 2020 | $45,118,000 | -1.0% | 1,825,181 | +2.9% | 2.45% | +23.9% |
| Q4 2019 | $45,562,000 | +31.4% | 1,773,519 | +30.4% | 1.98% | +15.2% |
| Q3 2019 | $34,664,000 | 0.0% | 1,360,440 | 0.0% | 1.71% | 0.0% |
| Q2 2019 | $34,664,000 | +666.4% | 1,360,440 | +648.4% | 1.71% | +254.1% |
| Q1 2019 | $4,523,000 | – | 181,783 | – | 0.48% | – |
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% |