ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $745,164 | +0.4% | 30,132 | 0.0% | 0.06% | +4.9% |
| Q2 2023 | $741,850 | -3.8% | 30,132 | -3.9% | 0.06% | +3.4% |
| Q1 2023 | $771,265 | +183534.5% | 31,365 | +82.4% | 0.06% | +90.3% |
| Q4 2022 | $420 | -100.0% | 17,193 | -51.2% | 0.03% | -55.1% |
| Q3 2022 | $858,000 | +7.5% | 35,234 | +9.3% | 0.07% | +15.0% |
| Q2 2022 | $798,000 | – | 32,224 | – | 0.06% | – |
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% |