Peloton Wealth Strategists - ISHARES TR ownership

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
Peloton Wealth Strategists ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,800
-1.2%
234,550
-1.7%
2.67%
+2.9%
Q2 2023$5,873
-0.1%
238,550
-0.2%
2.60%
-3.2%
Q1 2023$5,878
+0.6%
239,050
-0.1%
2.68%
-4.5%
Q4 2022$5,841
-99.9%
239,200
-2.0%
2.81%
-9.1%
Q3 2022$5,946,000
-1.2%
244,200
+0.4%
3.09%
+5.4%
Q2 2022$6,019,000
-3.0%
243,200
-1.6%
2.94%
+13.2%
Q1 2022$6,205,000
+5.3%
247,200
+8.8%
2.59%
+9.8%
Q4 2021$5,891,000
+1.1%
227,200
+2.5%
2.36%
-1.0%
Q3 2021$5,828,000
+11.8%
221,700
+12.1%
2.39%
+10.9%
Q2 2021$5,213,000
+22.9%
197,700
+23.0%
2.15%
+8.0%
Q1 2021$4,241,000
+25.6%
160,700
+26.5%
1.99%
+19.1%
Q4 2020$3,376,000
+4.9%
127,000
+4.4%
1.67%
-7.2%
Q3 2020$3,218,000
+25.0%
121,700
+24.6%
1.80%
+11.2%
Q2 2020$2,575,000
+18.1%
97,700
+10.8%
1.62%
-8.7%
Q1 2020$2,180,000
+66.4%
88,200
+72.9%
1.78%
+123.4%
Q4 2019$1,310,000
+7.4%
51,000
+7.4%
0.80%
+1.9%
Q3 2019$1,220,000
+152.1%
47,500
+150.0%
0.78%
+140.7%
Q2 2019$484,00019,0000.32%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders