ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,377,603 | +5.8% | 376,459 | +5.0% | 0.24% | -4.1% |
| Q3 2023 | $8,863,464 | -37.2% | 358,409 | -37.5% | 0.24% | -43.2% |
| Q2 2023 | $14,123,611 | +9.5% | 573,664 | +9.4% | 0.43% | +13.4% |
| Q1 2023 | $12,899,621 | +106623.1% | 524,588 | +6.0% | 0.38% | +3.8% |
| Q4 2022 | $12,087 | -99.9% | 494,958 | +10.6% | 0.37% | -2.1% |
| Q3 2022 | $10,902,000 | +1.4% | 447,701 | +3.0% | 0.37% | +4.8% |
| Q2 2022 | $10,755,000 | -74.3% | 434,550 | -73.9% | 0.36% | -72.1% |
| Q1 2022 | $41,829,000 | +1.3% | 1,666,479 | +4.6% | 1.28% | +1.3% |
| Q4 2021 | $41,306,000 | +3.2% | 1,592,999 | +4.6% | 1.26% | -6.4% |
| Q3 2021 | $40,028,000 | +6.1% | 1,522,559 | +6.4% | 1.35% | +3.5% |
| Q2 2021 | $37,742,000 | +10.0% | 1,431,262 | +10.1% | 1.30% | +0.7% |
| Q1 2021 | $34,299,000 | +12.8% | 1,299,692 | +13.6% | 1.29% | +1.6% |
| Q4 2020 | $30,419,000 | -12.7% | 1,144,434 | -13.1% | 1.27% | -23.5% |
| Q3 2020 | $34,833,000 | +9.0% | 1,317,178 | +8.7% | 1.66% | +0.4% |
| Q2 2020 | $31,952,000 | +13.4% | 1,212,143 | +6.4% | 1.66% | -7.9% |
| Q1 2020 | $28,186,000 | -4.2% | 1,139,548 | -0.1% | 1.80% | +26.6% |
| Q4 2019 | $29,421,000 | +0.9% | 1,140,250 | +0.5% | 1.42% | -7.1% |
| Q3 2019 | $29,157,000 | +2.7% | 1,134,947 | +2.1% | 1.53% | -1.8% |
| Q2 2019 | $28,398,000 | +9.2% | 1,111,391 | +6.4% | 1.56% | +2.7% |
| Q1 2019 | $25,998,000 | +11.9% | 1,044,921 | +7.5% | 1.52% | -2.2% |
| Q4 2018 | $23,242,000 | +2.5% | 972,464 | +3.3% | 1.55% | +15.8% |
| Q3 2018 | $22,685,000 | +5.1% | 941,283 | +5.0% | 1.34% | -0.4% |
| Q2 2018 | $21,584,000 | +4.4% | 896,710 | +5.8% | 1.34% | -0.3% |
| Q1 2018 | $20,669,000 | +7.7% | 847,429 | +10.6% | 1.35% | +7.6% |
| Q4 2017 | $19,196,000 | +5.2% | 766,304 | +5.7% | 1.25% | -0.1% |
| Q3 2017 | $18,249,000 | +7.4% | 724,744 | +6.9% | 1.25% | +3.0% |
| Q2 2017 | $16,995,000 | +9.3% | 678,109 | +7.9% | 1.22% | +3.1% |
| Q1 2017 | $15,554,000 | +66.1% | 628,431 | +64.3% | 1.18% | +49.6% |
| Q4 2016 | $9,362,000 | +130.1% | 382,438 | +140.8% | 0.79% | +120.4% |
| Q3 2016 | $4,069,000 | – | 158,807 | – | 0.36% | – |
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% |