ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $206,349 | -7.5% | 8,450 | -7.9% | 0.02% | -17.9% |
| Q3 2022 | $223,000 | -1.8% | 9,175 | 0.0% | 0.03% | +3.7% |
| Q2 2022 | $227,000 | +9.7% | 9,175 | +10.9% | 0.03% | +22.7% |
| Q1 2022 | $207,000 | +1.0% | 8,275 | +7.5% | 0.02% | -12.0% |
| Q4 2020 | $205,000 | -27.8% | 7,700 | -28.5% | 0.02% | -34.2% |
| Q3 2020 | $284,000 | -16.0% | 10,765 | -16.2% | 0.04% | -20.8% |
| Q2 2020 | $338,000 | -6.1% | 12,840 | -11.8% | 0.05% | -18.6% |
| Q1 2020 | $360,000 | -1.6% | 14,565 | +2.3% | 0.06% | +34.1% |
| Q4 2019 | $366,000 | +1.1% | 14,235 | +1.2% | 0.04% | -6.4% |
| Q3 2019 | $362,000 | +5.2% | 14,070 | +4.3% | 0.05% | +4.4% |
| Q2 2019 | $344,000 | +4.6% | 13,495 | +2.3% | 0.04% | +4.7% |
| Q1 2019 | $329,000 | +7.5% | 13,195 | +3.0% | 0.04% | -4.4% |
| Q4 2018 | $306,000 | +3.7% | 12,810 | +4.8% | 0.04% | +15.4% |
| Q3 2018 | $295,000 | 0.0% | 12,220 | 0.0% | 0.04% | -4.9% |
| Q2 2018 | $295,000 | – | 12,220 | – | 0.04% | – |
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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% |