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 | $568,172 | -34.0% | 22,975 | -34.3% | 0.12% | -31.4% |
Q2 2023 | $861,085 | -5.3% | 34,975 | -5.4% | 0.18% | -11.6% |
Q1 2023 | $909,216 | +0.7% | 36,975 | 0.0% | 0.20% | -6.2% |
Q4 2022 | $902,930 | -4.4% | 36,975 | -4.6% | 0.21% | -7.9% |
Q3 2022 | $944,000 | -18.1% | 38,775 | -16.7% | 0.23% | -10.9% |
Q2 2022 | $1,153,000 | +1.3% | 46,575 | +2.8% | 0.26% | +19.5% |
Q1 2022 | $1,138,000 | -1.0% | 45,325 | +2.3% | 0.22% | +12.0% |
Q4 2021 | $1,149,000 | +2.1% | 44,325 | +3.5% | 0.19% | -7.7% |
Q3 2021 | $1,125,000 | +9.9% | 42,825 | +10.3% | 0.21% | +7.8% |
Q2 2021 | $1,024,000 | +84.2% | 38,825 | +84.2% | 0.19% | +73.9% |
Q1 2021 | $556,000 | – | 21,075 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Michael S. Ryan, Inc. | 202,405 | $5,041,914 | 4.18% |
RVW Wealth, LLC | 595,058 | $14,822,898 | 1.63% |
Capital Investment Advisors, LLC | 376,459 | $9,377,603 | 0.24% |
Horizons Wealth Management | 12,958 | $322,784 | 0.21% |
CGN Advisors LLC | 53,542 | $1,333,730 | 0.18% |
TOMPKINS FINANCIAL CORP | 21,590 | $537,807 | 0.06% |
Fragasso Group Inc. | 8,767 | $218,381 | 0.02% |
Anchor Investment Management, LLC | 3,334 | $83,050 | 0.01% |
Peoples Bank/KS | 200 | $4,980 | 0.00% |
Bartlett & Co. LLC | 5,125 | $128 | 0.00% |