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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $240,000 | -23.8% | 9,095 | -23.9% | 0.00% | – |
| Q1 2021 | $315,000 | -4.3% | 11,947 | -3.3% | 0.00% | -100.0% |
| Q4 2020 | $329,000 | -43.3% | 12,361 | -45.3% | 0.00% | 0.0% |
| Q4 2019 | $580,000 | -37.0% | 22,578 | -40.8% | 0.00% | -50.0% |
| Q3 2018 | $920,000 | -5.3% | 38,158 | -4.1% | 0.00% | 0.0% |
| Q2 2018 | $971,000 | 0.0% | 39,797 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $971,000 | +100.2% | 39,797 | +105.7% | 0.00% | 0.0% |
| Q4 2017 | $485,000 | -46.2% | 19,350 | -46.2% | 0.00% | -50.0% |
| Q2 2017 | $901,000 | +3.4% | 35,938 | +1.9% | 0.00% | -20.0% |
| Q1 2017 | $871,000 | +83.4% | 35,272 | +81.7% | 0.01% | +150.0% |
| Q4 2016 | $475,000 | -68.2% | 19,416 | -66.6% | 0.00% | -71.4% |
| Q3 2016 | $1,492,000 | – | 58,166 | – | 0.01% | – |
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% |