ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 47 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $750,000 | -42.3% | 31,116 | -42.3% | 0.22% | -46.7% |
| Q2 2018 | $1,299,000 | -9.8% | 53,970 | -8.6% | 0.42% | -9.9% |
| Q1 2018 | $1,440,000 | -15.5% | 59,043 | -13.2% | 0.46% | -10.4% |
| Q4 2017 | $1,705,000 | +11.3% | 68,058 | +11.8% | 0.52% | -1.5% |
| Q3 2017 | $1,532,000 | +24.6% | 60,863 | +24.0% | 0.53% | +5.4% |
| Q2 2017 | $1,230,000 | – | 49,074 | – | 0.50% | – |
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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% |