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 | $15,578,027 | -1.1% | 629,924 | -1.6% | 0.03% | 0.0% |
| Q2 2023 | $15,757,378 | +1.6% | 640,023 | +1.4% | 0.03% | -3.7% |
| Q1 2023 | $15,515,092 | +3.0% | 630,951 | +2.3% | 0.03% | +3.8% |
| Q4 2022 | $15,055,931 | -8.6% | 616,541 | -8.8% | 0.03% | -18.8% |
| Q3 2022 | $16,469,000 | -8.9% | 676,351 | -7.4% | 0.03% | -3.0% |
| Q2 2022 | $18,073,000 | -15.5% | 730,228 | -14.3% | 0.03% | -2.9% |
| Q1 2022 | $21,378,000 | +30.6% | 851,701 | +35.0% | 0.03% | +36.0% |
| Q4 2021 | $16,363,000 | -0.2% | 631,032 | +1.2% | 0.02% | -7.4% |
| Q3 2021 | $16,394,000 | -10.4% | 623,580 | -10.1% | 0.03% | -10.0% |
| Q2 2021 | $18,293,000 | +11.5% | 693,698 | +11.6% | 0.03% | +3.4% |
| Q1 2021 | $16,399,000 | +1.1% | 621,415 | +1.8% | 0.03% | -6.5% |
| Q4 2020 | $16,217,000 | +9.9% | 610,145 | +9.4% | 0.03% | -3.1% |
| Q3 2020 | $14,754,000 | +3.6% | 557,914 | +3.3% | 0.03% | 0.0% |
| Q2 2020 | $14,235,000 | +8.7% | 540,012 | +2.0% | 0.03% | -5.9% |
| Q1 2020 | $13,093,000 | +584.4% | 529,665 | +611.3% | 0.03% | +750.0% |
| Q4 2019 | $1,913,000 | – | 74,463 | – | 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% |