ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,956,596 | -4.8% | 79,118 | -5.3% | 0.16% | -11.9% |
| Q2 2023 | $2,055,860 | +3.0% | 83,504 | +2.9% | 0.18% | +2.2% |
| Q1 2023 | $1,995,433 | +0.1% | 81,148 | -0.6% | 0.18% | -2.2% |
| Q4 2022 | $1,993,776 | -0.0% | 81,645 | -0.3% | 0.18% | -7.0% |
| Q3 2022 | $1,994,000 | +3.7% | 81,888 | +5.4% | 0.20% | +10.6% |
| Q2 2022 | $1,923,000 | – | 77,675 | – | 0.18% | – |
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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% |