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 | $47,947,640 | +1472.7% | 1,938,845 | +1465.7% | 1.12% | +1552.9% |
| Q2 2023 | $3,048,819 | -21.1% | 123,835 | -22.0% | 0.07% | -35.8% |
| Q3 2022 | $3,865,000 | +31.5% | 158,735 | +33.7% | 0.11% | +41.3% |
| Q2 2022 | $2,939,000 | -1.4% | 118,735 | 0.0% | 0.08% | +10.3% |
| Q1 2022 | $2,980,000 | +28.1% | 118,735 | +32.3% | 0.07% | +33.3% |
| Q4 2021 | $2,327,000 | -1.4% | 89,735 | 0.0% | 0.05% | -10.5% |
| Q3 2021 | $2,359,000 | -0.3% | 89,735 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $2,366,000 | -0.1% | 89,735 | 0.0% | 0.06% | -7.9% |
| Q1 2021 | $2,368,000 | – | 89,735 | – | 0.06% | – |
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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% |