ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 63 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,150,169 | +0.8% | 168,569 | +0.6% | 0.04% | -4.3% |
| Q1 2023 | $4,118,407 | -7.9% | 167,483 | -8.5% | 0.05% | -13.2% |
| Q4 2022 | $4,469,946 | +1794.0% | 183,033 | +1786.9% | 0.05% | +1666.7% |
| Q3 2022 | $236,000 | -4.5% | 9,700 | -2.8% | 0.00% | 0.0% |
| Q2 2022 | $247,000 | -19.5% | 9,980 | -18.4% | 0.00% | 0.0% |
| Q1 2022 | $307,000 | -75.8% | 12,236 | -75.0% | 0.00% | -78.6% |
| Q4 2021 | $1,270,000 | +0.2% | 48,986 | +1.7% | 0.01% | -6.7% |
| Q3 2021 | $1,267,000 | -0.3% | 48,186 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,271,000 | +2.0% | 48,186 | +2.0% | 0.02% | -6.2% |
| Q1 2021 | $1,246,000 | +14.2% | 47,230 | +15.1% | 0.02% | -5.9% |
| Q4 2020 | $1,091,000 | +5.7% | 41,030 | +5.1% | 0.02% | -5.6% |
| Q3 2020 | $1,032,000 | +63.0% | 39,030 | +62.4% | 0.02% | +50.0% |
| Q2 2020 | $633,000 | +99.7% | 24,030 | +85.1% | 0.01% | +71.4% |
| Q1 2018 | $317,000 | -12.7% | 12,980 | -10.4% | 0.01% | -12.5% |
| Q4 2017 | $363,000 | +1.7% | 14,480 | +2.0% | 0.01% | +14.3% |
| Q3 2017 | $357,000 | +240.0% | 14,200 | +238.1% | 0.01% | +250.0% |
| Q2 2017 | $105,000 | +1.9% | 4,200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $103,000 | +56.1% | 4,200 | +55.6% | 0.00% | +100.0% |
| Q4 2016 | $66,000 | – | 2,700 | – | 0.00% | – |
Download | ||||||
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% |