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 | $544,060 | -35.0% | 22,000 | -35.3% | 0.05% | -31.9% |
| Q2 2023 | $837,080 | -4.9% | 34,000 | -5.0% | 0.07% | -13.8% |
| Q1 2023 | $880,322 | -0.7% | 35,800 | -1.4% | 0.08% | -7.0% |
| Q4 2022 | $886,446 | -4.5% | 36,300 | -4.7% | 0.09% | -11.3% |
| Q3 2022 | $928,000 | -14.6% | 38,100 | -13.2% | 0.10% | -11.8% |
| Q2 2022 | $1,087,000 | +136.8% | 43,900 | +139.9% | 0.11% | +175.0% |
| Q1 2022 | $459,000 | – | 18,300 | – | 0.04% | – |
Download | ||||||
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% |