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 | $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 ↓ |
|---|---|---|---|
| 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% |