Gateway Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 84 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Gateway Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,567,054
+2.1%
1,033,848
+1.6%
5.21%
-1.7%
Q2 2023$25,046,165
+97397.6%
1,017,310
-2.6%
5.31%
-7.2%
Q1 2023$25,689
+6.3%
1,044,683
+5.6%
5.72%
-7.8%
Q4 2022$24,167
-99.9%
989,656
-1.0%
6.20%
+2.8%
Q3 2022$24,335,000
-4.7%
999,372
-3.1%
6.03%
-44.5%
Q2 2022$25,529,000
-1.8%
1,031,487
-0.4%
10.87%
+53.9%
Q1 2022$25,987,000
+218.3%
1,035,326
+228.8%
7.06%
+305.9%
Q4 2021$8,164,000
-1.4%
314,858
-0.0%
1.74%
+0.9%
Q3 2021$8,281,000
+1.0%
315,005
+1.3%
1.72%
-1.2%
Q2 2021$8,197,000
+1.0%
310,834
+1.0%
1.74%
-15.0%
Q1 2021$8,119,000
+0.9%
307,656
+1.7%
2.05%
+17.2%
Q4 2020$8,043,000
+1.7%
302,596
+1.2%
1.75%
-6.0%
Q3 2020$7,906,000
+1.9%
298,942
+1.6%
1.86%
-18.2%
Q2 2020$7,755,000
+10.8%
294,192
+4.0%
2.28%
-3.3%
Q1 2020$6,996,000
-3.9%
282,996
-0.2%
2.35%
+31.3%
Q4 2019$7,281,000
+0.1%
283,436
+0.1%
1.79%
-27.4%
Q3 2019$7,277,000
+1.5%
283,244
+0.7%
2.47%
+33.8%
Q2 2019$7,168,000
+4.8%
281,299
+2.3%
1.84%
+4.0%
Q1 2019$6,839,000
+2.6%
274,878
-1.4%
1.77%
-36.4%
Q4 2018$6,663,000
+11.5%
278,799
+12.5%
2.79%
+77.6%
Q3 2018$5,974,000
+5.5%
247,901
+5.3%
1.57%
-1.5%
Q2 2018$5,664,000
+2.8%
235,323
+4.2%
1.59%
-1.2%
Q1 2018$5,509,000
-2.2%
225,884
+0.5%
1.61%
+3.5%
Q4 2017$5,631,000
+0.8%
224,810
+1.4%
1.56%
-6.2%
Q3 2017$5,585,000
+5.5%
221,803
+5.0%
1.66%
+1.6%
Q2 2017$5,292,000
+5.8%
211,141
+5.4%
1.64%
+2.2%
Q1 2017$5,004,000200,4131.60%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Trust Co of Kansas 521,213$13,854,0007.24%
Tillar-Wenstrup Advisors, LLC 345,931$9,195,0004.76%
PFG Private Wealth Management, LLC 208,889$5,552,0004.26%
Aptus Capital Advisors, LLC 3,153,914$83,831,0003.84%
RVW Wealth, LLC 822,555$22,000,0003.23%
Cribstone Capital Management, LLC 145,919$3,879,0002.66%
Day & Ennis, LLC 221,485$5,887,0002.34%
Signature Wealth Management Group 122,346$3,252,0002.05%
CAPITAL ADVISORS INC/OK 1,946,682$51,743,0001.84%
Gateway Advisory, LLC 302,596$8,043,0001.75%
View complete list of ISHARES TR shareholders