ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,222 | -6.2% | 494,206 | -6.6% | 0.86% | -3.4% |
| Q2 2023 | $13,031 | +0.7% | 529,298 | +0.6% | 0.88% | -4.1% |
| Q1 2023 | $12,937 | +5.6% | 526,105 | +4.8% | 0.92% | +0.3% |
| Q4 2022 | $12,255 | -99.9% | 501,830 | -1.3% | 0.92% | -6.3% |
| Q3 2022 | $12,382,000 | +23.1% | 508,520 | +25.2% | 0.98% | +27.5% |
| Q2 2022 | $10,057,000 | +22.4% | 406,327 | +24.1% | 0.77% | +36.3% |
| Q1 2022 | $8,215,000 | +4.3% | 327,292 | +7.8% | 0.56% | +7.8% |
| Q4 2021 | $7,875,000 | +28.6% | 303,708 | +30.4% | 0.52% | +14.9% |
| Q3 2021 | $6,125,000 | +27.3% | 232,960 | +27.8% | 0.46% | +16.3% |
| Q2 2021 | $4,810,000 | 0.0% | 182,277 | 0.0% | 0.39% | 0.0% |
| Q1 2021 | $4,810,000 | +2.2% | 182,277 | +2.9% | 0.39% | -3.7% |
| Q4 2020 | $4,707,000 | +163.5% | 177,077 | +162.1% | 0.41% | +162.6% |
| Q3 2020 | $1,786,000 | +29.7% | 67,552 | +29.4% | 0.16% | +15.7% |
| Q2 2020 | $1,377,000 | +208.7% | 52,222 | +189.6% | 0.13% | +157.7% |
| Q1 2020 | $446,000 | +73.5% | 18,030 | +80.2% | 0.05% | +116.7% |
| Q4 2019 | $257,000 | – | 10,005 | – | 0.02% | – |
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% |