ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,993,396 | +0.1% | 974,549 | -0.0% | 1.88% | -2.0% |
| Q1 2023 | $23,973,320 | +2.9% | 974,922 | +2.2% | 1.92% | +1.0% |
| Q4 2022 | $23,300,917 | -6.1% | 954,174 | -6.3% | 1.90% | -14.7% |
| Q3 2022 | $24,806,000 | -1.5% | 1,018,739 | +0.1% | 2.22% | +4.2% |
| Q2 2022 | $25,177,000 | +0.5% | 1,017,273 | +1.9% | 2.14% | +10.0% |
| Q1 2022 | $25,057,000 | -1.9% | 998,318 | +1.4% | 1.94% | -3.3% |
| Q4 2021 | $25,536,000 | +19.5% | 984,800 | +21.1% | 2.01% | +7.9% |
| Q3 2021 | $21,372,000 | -0.1% | 812,940 | +0.2% | 1.86% | +1.3% |
| Q2 2021 | $21,388,000 | +6.0% | 811,085 | +6.0% | 1.84% | +0.3% |
| Q1 2021 | $20,185,000 | – | 764,883 | – | 1.83% | – |
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% |