ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $533,921 | +0.4% | 21,590 | 0.0% | 0.02% | +10.5% |
| Q2 2023 | $531,546 | -48.4% | 21,590 | -48.5% | 0.02% | -50.0% |
| Q1 2023 | $1,030,813 | -53.1% | 41,920 | -53.4% | 0.04% | -55.3% |
| Q4 2022 | $2,197,556 | -9.8% | 89,990 | -10.0% | 0.08% | -15.8% |
| Q3 2022 | $2,435,000 | -1.6% | 99,990 | 0.0% | 0.10% | +5.2% |
| Q2 2022 | $2,475,000 | – | 99,990 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 294,247 | $7,185,518 | 6.40% |
| Gateway Advisory, LLC | 989,656 | $24,167 | 6.20% |
| PFG Private Wealth Management, LLC | 300,045 | $7,327 | 4.55% |
| Windsor Capital Management, LLC | 438,138 | $10,699,340 | 3.90% |
| Reliant Wealth Planning | 255,067 | $6,228,736 | 3.78% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 136,139 | $3,324,520 | 3.63% |
| Signature Wealth Management Group | 298,249 | $7,283,248 | 3.56% |
| Summit Asset Management, LLC | 497,789 | $12,156,007 | 3.52% |
| Tillar-Wenstrup Advisors, LLC | 295,053 | $7,205 | 3.48% |
| SONATA CAPITAL GROUP INC | 228,415 | $5,578 | 3.10% |