ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 95 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,130,415 | +175.5% | 86,147 | +174.2% | 0.05% | +176.5% |
| Q2 2023 | $773,388 | -66.4% | 31,413 | -66.8% | 0.02% | -76.4% |
| Q3 2022 | $2,301,000 | +55.2% | 94,497 | +57.7% | 0.07% | +71.4% |
| Q2 2022 | $1,483,000 | +175.1% | 59,935 | +188.5% | 0.04% | +90.9% |
| Q4 2021 | $539,000 | +6.9% | 20,776 | +8.8% | 0.02% | +29.4% |
| Q2 2021 | $504,000 | -4.9% | 19,099 | -7.5% | 0.02% | -58.5% |
| Q4 2019 | $530,000 | +29.0% | 20,643 | +28.9% | 0.04% | -19.6% |
| Q3 2019 | $411,000 | -56.9% | 16,010 | -58.2% | 0.05% | -67.9% |
| Q1 2019 | $953,000 | – | 38,287 | – | 0.16% | – |
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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% |