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 | $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 ↓ |
|---|---|---|---|
| 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% |