ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,487,248 | -8.8% | 545,380 | -9.2% | 1.43% | -7.0% |
| Q2 2023 | $14,789,800 | -5.5% | 600,723 | -5.6% | 1.53% | -7.8% |
| Q1 2023 | $15,656,207 | +9.3% | 636,690 | +8.6% | 1.66% | +2.7% |
| Q4 2022 | $14,318,350 | +19.2% | 586,337 | +18.8% | 1.62% | +7.9% |
| Q3 2022 | $12,015,000 | +30.2% | 493,431 | +32.3% | 1.50% | +31.8% |
| Q2 2022 | $9,231,000 | +93.7% | 372,987 | +96.5% | 1.14% | +107.3% |
| Q1 2022 | $4,765,000 | +151.5% | 189,837 | +159.7% | 0.55% | +127.3% |
| Q4 2021 | $1,895,000 | +168.8% | 73,092 | +172.5% | 0.24% | +135.0% |
| Q3 2021 | $705,000 | – | 26,826 | – | 0.10% | – |
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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% |