ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,484,244 | +76.0% | 181,328 | +75.2% | 0.00% | 0.0% |
| Q2 2023 | $2,548,463 | +7.1% | 103,512 | +6.9% | 0.00% | 0.0% |
| Q1 2023 | $2,380,578 | -54.5% | 96,811 | -54.8% | 0.00% | 0.0% |
| Q4 2022 | $5,235,366 | +1.5% | 214,388 | +1.2% | 0.00% | 0.0% |
| Q3 2022 | $5,157,000 | +0.6% | 211,798 | +2.3% | 0.00% | 0.0% |
| Q2 2022 | $5,126,000 | -0.1% | 207,107 | +1.3% | 0.00% | 0.0% |
| Q1 2022 | $5,133,000 | +169.6% | 204,485 | +178.5% | 0.00% | – |
| Q4 2021 | $1,904,000 | +1.4% | 73,428 | +2.9% | 0.00% | – |
| Q3 2021 | $1,877,000 | +3.0% | 71,362 | +3.2% | 0.00% | – |
| Q2 2021 | $1,823,000 | +4.8% | 69,149 | +4.9% | 0.00% | – |
| Q1 2021 | $1,740,000 | +28.7% | 65,929 | +29.6% | 0.00% | – |
| Q4 2020 | $1,352,000 | +3.8% | 50,865 | +3.3% | 0.00% | – |
| Q3 2020 | $1,302,000 | +17.3% | 49,251 | +16.9% | 0.00% | – |
| Q2 2020 | $1,110,000 | +11.9% | 42,126 | +4.9% | 0.00% | – |
| Q1 2020 | $992,000 | +4.5% | 40,167 | +8.6% | 0.00% | – |
| Q4 2019 | $949,000 | +18.6% | 36,974 | +18.7% | 0.00% | – |
| Q3 2019 | $800,000 | +50.1% | 31,161 | +48.9% | 0.00% | – |
| Q2 2019 | $533,000 | +132.8% | 20,928 | +127.8% | 0.00% | – |
| Q1 2019 | $229,000 | – | 9,187 | – | 0.00% | – |
Download | ||||||
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% |