ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,968,459 | -20.7% | 79,598 | -21.1% | 0.07% | -17.1% |
| Q2 2023 | $2,482,410 | -53.0% | 100,829 | -53.1% | 0.08% | -55.4% |
| Q1 2023 | $5,284,883 | -28.5% | 214,920 | -29.0% | 0.18% | -34.3% |
| Q4 2022 | $7,387,490 | +45.5% | 302,518 | +45.1% | 0.28% | +28.4% |
| Q3 2022 | $5,078,000 | -83.4% | 208,553 | -83.1% | 0.22% | -83.0% |
| Q2 2022 | $30,592,000 | +7.0% | 1,236,051 | +7.1% | 1.28% | +12.4% |
| Q1 2022 | $28,596,000 | – | 1,153,996 | – | 1.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 999,372 | $24,335,000 | 6.03% |
| Paradigm, Strategies in Wealth Management, LLC | 234,436 | $5,709,000 | 5.21% |
| Tillar-Wenstrup Advisors, LLC | 394,512 | $9,606,000 | 4.80% |
| PFG Private Wealth Management, LLC | 285,412 | $6,950,000 | 4.56% |
| Windsor Capital Management, LLC | 445,699 | $10,852,000 | 4.06% |
| Signature Wealth Management Group | 285,826 | $6,960,000 | 3.54% |
| Cribstone Capital Management, LLC | 214,655 | $5,227,000 | 3.23% |
| Summit Asset Management, LLC | 398,831 | $9,712,000 | 3.14% |
| Peloton Wealth Strategists | 244,200 | $5,946,000 | 3.09% |
| SONATA CAPITAL GROUP INC | 228,415 | $5,562,000 | 3.06% |