ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,127,571 | +558.9% | 369,089 | +556.0% | 2.20% | +576.0% |
| Q2 2023 | $1,385,294 | +293.5% | 56,267 | +289.1% | 0.32% | +221.8% |
| Q3 2022 | $352,000 | -6.1% | 14,459 | -4.6% | 0.10% | 0.0% |
| Q2 2022 | $375,000 | -2.6% | 15,157 | -1.1% | 0.10% | +12.2% |
| Q1 2022 | $385,000 | -6.6% | 15,326 | -3.5% | 0.09% | -4.3% |
| Q4 2021 | $412,000 | -18.9% | 15,884 | -17.8% | 0.09% | -24.8% |
| Q3 2021 | $508,000 | -71.1% | 19,325 | -71.0% | 0.12% | -72.0% |
| Q2 2021 | $1,758,000 | +1.3% | 66,654 | +1.4% | 0.45% | -8.8% |
| Q1 2021 | $1,736,000 | -32.6% | 65,764 | -32.1% | 0.49% | -36.2% |
| Q4 2020 | $2,576,000 | +15.9% | 96,916 | +15.3% | 0.77% | +8.0% |
| Q3 2020 | $2,223,000 | +21.4% | 84,058 | +21.0% | 0.71% | +18.0% |
| Q2 2020 | $1,831,000 | +1.9% | 69,478 | -4.4% | 0.60% | -20.5% |
| Q1 2020 | $1,796,000 | – | 72,656 | – | 0.76% | – |
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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% |