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 | $2,267,244 | -52.4% | 91,751 | -52.6% | 0.04% | -2.6% |
| Q2 2023 | $4,762,088 | +96.4% | 193,510 | +98.0% | 0.04% | -9.5% |
| Q1 2023 | $2,424,479 | +2.5% | 97,749 | +0.9% | 0.04% | +2.4% |
| Q4 2022 | $2,364,583 | -12.5% | 96,906 | -12.4% | 0.04% | -14.6% |
| Q3 2022 | $2,701,000 | -3.3% | 110,632 | -0.6% | 0.05% | +17.1% |
| Q1 2022 | $2,792,000 | +63.8% | 111,349 | +69.1% | 0.04% | +46.4% |
| Q4 2021 | $1,704,000 | -2.3% | 65,838 | -1.0% | 0.03% | -3.4% |
| Q3 2021 | $1,744,000 | -44.7% | 66,476 | -44.5% | 0.03% | -27.5% |
| Q2 2021 | $3,152,000 | +134.3% | 119,752 | +134.6% | 0.04% | +5.3% |
| Q1 2021 | $1,345,000 | +64.8% | 51,035 | +66.0% | 0.04% | +18.8% |
| Q4 2020 | $816,000 | +158.2% | 30,750 | +157.7% | 0.03% | +100.0% |
| Q3 2020 | $316,000 | – | 11,932 | – | 0.02% | – |
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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% |