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 | $10,792,409 | -1.1% | 436,410 | -1.5% | 3.74% | +3.5% |
| Q2 2023 | $10,911,501 | +0.5% | 443,197 | +0.3% | 3.61% | -3.4% |
| Q1 2023 | $10,862,070 | +1.5% | 441,727 | +0.8% | 3.74% | -4.1% |
| Q4 2022 | $10,699,340 | -1.4% | 438,138 | -1.7% | 3.90% | -4.0% |
| Q3 2022 | $10,852,000 | +1.7% | 445,699 | +3.4% | 4.06% | +6.7% |
| Q2 2022 | $10,666,000 | +3668.9% | 430,964 | +3709.8% | 3.80% | +4219.3% |
| Q1 2022 | $283,000 | +9.3% | 11,312 | +14.5% | 0.09% | +6.0% |
| Q3 2021 | $259,000 | – | 9,880 | – | 0.08% | – |
Download | ||||||
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% |