ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,179,827 | +1.4% | 128,582 | +1.0% | 0.99% | +4.1% |
| Q2 2023 | $3,135,237 | +1.8% | 127,345 | +1.7% | 0.95% | -2.7% |
| Q1 2023 | $3,078,564 | -0.0% | 125,196 | -0.7% | 0.98% | -3.4% |
| Q4 2022 | $3,078,787 | +62.0% | 126,076 | +61.5% | 1.01% | +54.8% |
| Q3 2022 | $1,901,000 | -0.7% | 78,052 | +0.9% | 0.65% | +5.0% |
| Q2 2022 | $1,915,000 | +37.2% | 77,361 | +39.1% | 0.62% | +58.7% |
| Q1 2022 | $1,396,000 | -51.2% | 55,601 | -49.2% | 0.39% | -1.3% |
| Q4 2021 | $2,858,000 | +100.1% | 109,493 | +101.5% | 0.40% | -3.4% |
| Q3 2021 | $1,428,000 | +2.4% | 54,326 | +2.7% | 0.41% | +3.0% |
| Q2 2021 | $1,394,000 | +5.3% | 52,876 | +5.4% | 0.40% | +0.3% |
| Q1 2021 | $1,324,000 | – | 50,175 | – | 0.40% | – |
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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% |