ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |