ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,926,256 | +4.6% | 360,948 | +4.1% | 0.14% | +11.3% |
| Q2 2023 | $8,537,342 | +4.4% | 346,764 | +4.2% | 0.12% | +3.3% |
| Q1 2023 | $8,180,343 | +109703.3% | 332,669 | +9.0% | 0.12% | +8.1% |
| Q4 2022 | $7,450 | -99.9% | 305,092 | +8.2% | 0.11% | -3.5% |
| Q3 2022 | $6,864,000 | +58.9% | 281,871 | +61.5% | 0.12% | +71.6% |
| Q2 2022 | $4,320,000 | -46.9% | 174,541 | -46.1% | 0.07% | -41.2% |
| Q1 2022 | $8,135,000 | +0.4% | 324,105 | +3.7% | 0.11% | +5.6% |
| Q4 2021 | $8,105,000 | +4.2% | 312,563 | +5.6% | 0.11% | -0.9% |
| Q3 2021 | $7,781,000 | +792.3% | 295,956 | +796.0% | 0.11% | +808.3% |
| Q1 2021 | $872,000 | – | 33,031 | – | 0.01% | – |
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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% |