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 2021 | $398,000 | +5.9% | 15,138 | +106.6% | 0.02% | 0.0% |
| Q2 2021 | $376,000 | -99.8% | 7,326 | -0.4% | 0.02% | +5.9% |
| Q1 2021 | $194,170,000 | +92361.9% | 7,358 | -7.0% | 0.02% | -58.5% |
| Q4 2020 | $210,000 | -7.9% | 7,916 | -8.6% | 0.04% | -42.3% |
| Q3 2020 | $228,000 | 0.0% | 8,662 | 0.0% | 0.07% | +7.6% |
| Q2 2020 | $228,000 | +39.0% | 8,662 | +30.4% | 0.07% | +153.8% |
| Q1 2020 | $164,000 | -6.8% | 6,643 | -3.0% | 0.03% | -29.7% |
| Q4 2019 | $176,000 | +23.1% | 6,847 | +22.7% | 0.04% | +27.6% |
| Q3 2019 | $143,000 | +2760.0% | 5,580 | +2608.7% | 0.03% | +2800.0% |
| Q4 2018 | $5,000 | – | 206 | – | 0.00% | – |
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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% |