ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,636,683 | +0.1% | 268,366 | -88.9% | 0.10% | +7.3% |
| Q2 2023 | $6,630,735 | -33.1% | 2,419,305 | +515.2% | 0.10% | -43.5% |
| Q1 2023 | $9,906,747 | +268.9% | 393,281 | +257.7% | 0.17% | +254.2% |
| Q4 2022 | $2,685,216 | -9.8% | 109,960 | -10.0% | 0.05% | -28.4% |
| Q3 2022 | $2,976,000 | -8.3% | 122,225 | -6.8% | 0.07% | -8.2% |
| Q2 2022 | $3,247,000 | -9.4% | 131,206 | -8.1% | 0.07% | -7.6% |
| Q1 2022 | $3,582,000 | -8.0% | 142,711 | -5.0% | 0.08% | -14.1% |
| Q4 2021 | $3,895,000 | -3.6% | 150,194 | -2.3% | 0.09% | -17.1% |
| Q3 2021 | $4,042,000 | -2.2% | 153,736 | -2.0% | 0.11% | -3.5% |
| Q2 2021 | $4,135,000 | -1.5% | 156,807 | -1.4% | 0.12% | -13.5% |
| Q1 2021 | $4,197,000 | -3.6% | 159,042 | -2.9% | 0.13% | -13.1% |
| Q4 2020 | $4,352,000 | -1.0% | 163,720 | – | 0.15% | -18.6% |
| Q2 2020 | $4,397,000 | +1.7% | 0 | -100.0% | 0.19% | -11.3% |
| Q1 2020 | $4,325,000 | +22.4% | 174,941 | +27.2% | 0.21% | +45.2% |
| Q4 2019 | $3,534,000 | – | 137,569 | – | 0.15% | – |
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% |