ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $725,306 | +0.5% | 29,329 | +0.1% | 0.18% | +2.8% |
| Q2 2023 | $721,670 | +0.2% | 29,312 | +0.1% | 0.18% | -5.8% |
| Q1 2023 | $720,397 | +0.7% | 29,296 | +0.0% | 0.19% | -6.4% |
| Q4 2022 | $715,161 | -4.0% | 29,286 | -4.3% | 0.20% | -10.1% |
| Q3 2022 | $745,000 | -1.6% | 30,594 | +0.0% | 0.23% | +3.2% |
| Q2 2022 | $757,000 | -4.3% | 30,583 | -3.0% | 0.22% | +4.8% |
| Q1 2022 | $791,000 | -3.4% | 31,519 | -0.2% | 0.21% | -1.4% |
| Q4 2021 | $819,000 | -18.0% | 31,597 | -16.9% | 0.21% | -24.5% |
| Q3 2021 | $999,000 | – | 38,011 | – | 0.28% | – |
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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% |