ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,419,035 | +124.6% | 340,438 | +123.6% | 0.24% | +124.8% |
Q2 2023 | $3,748,770 | +70.7% | 152,265 | +70.5% | 0.10% | +61.5% |
Q1 2023 | $2,195,958 | +0.1% | 89,303 | -0.5% | 0.06% | -20.7% |
Q4 2022 | $2,192,699 | -12.7% | 89,791 | -12.9% | 0.08% | -73.5% |
Q3 2022 | $2,511,000 | +3.4% | 103,117 | +5.1% | 0.31% | +206.9% |
Q2 2022 | $2,429,000 | -7.2% | 98,130 | -5.9% | 0.10% | +8.6% |
Q1 2022 | $2,618,000 | -1.1% | 104,303 | +2.2% | 0.09% | -4.1% |
Q4 2021 | $2,647,000 | +18.2% | 102,100 | +19.9% | 0.10% | +10.2% |
Q3 2021 | $2,239,000 | -6.1% | 85,169 | -5.8% | 0.09% | -10.2% |
Q2 2021 | $2,384,000 | +2.7% | 90,423 | +2.8% | 0.10% | -10.9% |
Q1 2021 | $2,321,000 | +8.1% | 87,968 | +8.8% | 0.11% | +4.8% |
Q4 2020 | $2,148,000 | +15.5% | 80,827 | +14.9% | 0.10% | 0.0% |
Q3 2020 | $1,860,000 | +18.7% | 70,348 | +18.3% | 0.10% | +9.4% |
Q2 2020 | $1,567,000 | -16.8% | 59,447 | -18.9% | 0.10% | -36.0% |
Q4 2019 | $1,883,000 | +517.4% | 73,291 | +517.4% | 0.15% | +455.6% |
Q3 2019 | $305,000 | -30.8% | 11,870 | -35.1% | 0.03% | -34.1% |
Q3 2018 | $441,000 | +1.6% | 18,279 | +1.3% | 0.04% | -2.4% |
Q2 2018 | $434,000 | +28.0% | 18,044 | +29.8% | 0.04% | +23.5% |
Q1 2018 | $339,000 | -2.6% | 13,905 | 0.0% | 0.03% | -5.6% |
Q4 2017 | $348,000 | – | 13,905 | – | 0.04% | – |
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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% |