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 | $13,530,426 | +3.6% | 547,126 | +3.1% | 3.67% | +6.7% |
| Q2 2023 | $13,066,450 | +2.5% | 530,725 | +2.4% | 3.44% | -1.8% |
| Q1 2023 | $12,745,046 | +4.8% | 518,302 | +4.1% | 3.51% | -0.3% |
| Q4 2022 | $12,156,007 | +25.2% | 497,789 | +24.8% | 3.52% | +12.1% |
| Q3 2022 | $9,712,000 | +12.7% | 398,831 | +14.6% | 3.14% | +17.7% |
| Q2 2022 | $8,615,000 | – | 348,100 | – | 2.67% | – |
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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% |