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 | $137,376 | -58.9% | 5,555 | -59.1% | 0.02% | -55.3% |
| Q2 2023 | $334,020 | -17.5% | 13,567 | -17.6% | 0.04% | -19.1% |
| Q1 2023 | $404,801 | -69.0% | 16,462 | -69.2% | 0.05% | -81.0% |
| Q4 2022 | $1,304,272 | -64.2% | 53,410 | -62.0% | 0.25% | -78.9% |
| Q4 2021 | $3,647,000 | -11.0% | 140,660 | -9.4% | 1.17% | +131.9% |
| Q1 2021 | $4,096,000 | -7.8% | 155,195 | -7.1% | 0.50% | -15.7% |
| Q4 2020 | $4,442,000 | -1.7% | 167,115 | -2.2% | 0.60% | -12.1% |
| Q3 2020 | $4,517,000 | -2.4% | 170,820 | -2.7% | 0.68% | -8.1% |
| Q2 2020 | $4,627,000 | +0.0% | 175,525 | -6.2% | 0.74% | -16.0% |
| Q1 2020 | $4,626,000 | +25.4% | 187,125 | +30.3% | 0.88% | +70.1% |
| Q4 2019 | $3,689,000 | – | 143,585 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 388,888 | $10,224,000 | 4.73% |
| Paradigm, Strategies in Wealth Management, LLC | 177,882 | $4,677,000 | 4.42% |
| PFG Private Wealth Management, LLC | 271,921 | $7,149,000 | 4.18% |
| Aptus Capital Advisors, LLC | 5,048,729 | $132,731,000 | 3.42% |
| RVW Wealth, LLC | 938,040 | $25,000,000 | 3.00% |
| Cribstone Capital Management, LLC | 172,887 | $4,545,000 | 2.71% |
| Peloton Wealth Strategists | 221,700 | $5,828,000 | 2.39% |
| SONATA CAPITAL GROUP INC | 196,028 | $5,154,000 | 2.31% |
| Day & Ennis, LLC | 214,751 | $5,646,000 | 1.95% |
| SIGMA INVESTMENT COUNSELORS INC | 957,067 | $25,161,000 | 1.86% |