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 | $6,229,860 | +54.6% | 251,915 | +53.9% | 0.64% | +63.3% |
| Q2 2023 | $4,030,294 | +7.1% | 163,700 | +7.0% | 0.40% | +1.8% |
| Q1 2023 | $3,762,516 | +59.9% | 153,010 | +58.8% | 0.39% | +32.0% |
| Q4 2022 | $2,352,867 | +7.6% | 96,350 | +7.3% | 0.29% | -3.3% |
| Q3 2022 | $2,186,000 | +11.6% | 89,785 | +13.5% | 0.30% | +16.5% |
| Q2 2022 | $1,958,000 | -65.4% | 79,115 | -64.9% | 0.26% | -59.4% |
| Q1 2022 | $5,653,000 | – | 225,221 | – | 0.64% | – |
Download | ||||||
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% |