SECURITY ASSET MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SECURITY ASSET MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,287,287
+48.6%
52,350
+54.0%
0.75%
+35.9%
Q2 2019$866,00034,0000.55%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 207,849$5,390,0005.46%
Aptus Capital Advisors, LLC 6,433,684$166,825,0005.01%
Tillar-Wenstrup Advisors, LLC 387,967$10,060,0004.74%
Cribstone Capital Management, LLC 199,834$5,182,0002.88%
PFG Private Wealth Management, LLC 202,248$5,244,0002.71%
RVW Wealth, LLC 885,597$22,964,0002.56%
SONATA CAPITAL GROUP INC 230,556$5,978,0002.50%
Peloton Wealth Strategists 227,200$5,891,0002.36%
CORDA Investment Management, LLC. 984,800$25,536,0002.01%
TOBIAS FINANCIAL ADVISORS, INC. 984,800$25,536,0002.01%
View complete list of ISHARES TR shareholders