ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 32 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,597,491 | -2.4% | 105,034 | -2.8% | 0.52% | +3.0% |
| Q2 2023 | $2,660,778 | +18.6% | 108,030 | +18.6% | 0.50% | +7.9% |
| Q1 2023 | $2,243,325 | +13.4% | 91,081 | +12.4% | 0.47% | +2.9% |
| Q4 2022 | $1,978,911 | -8.4% | 81,036 | -8.7% | 0.46% | -18.5% |
| Q3 2022 | $2,161,000 | +4.6% | 88,758 | +6.4% | 0.56% | +7.5% |
| Q2 2022 | $2,065,000 | +0.4% | 83,436 | +1.2% | 0.52% | +13.3% |
| Q1 2022 | $2,057,000 | +5.3% | 82,406 | +9.4% | 0.46% | +2.5% |
| Q4 2021 | $1,953,000 | -0.4% | 75,302 | +1.0% | 0.45% | -3.2% |
| Q3 2021 | $1,960,000 | +7.5% | 74,546 | +7.8% | 0.46% | +1.1% |
| Q2 2021 | $1,823,000 | +5.7% | 69,127 | +5.9% | 0.46% | -0.2% |
| Q1 2021 | $1,724,000 | +7.2% | 65,296 | +7.8% | 0.46% | +23.8% |
| Q4 2020 | $1,608,000 | -0.2% | 60,582 | -0.6% | 0.37% | -14.4% |
| Q3 2020 | $1,611,000 | +13.5% | 60,929 | +13.1% | 0.43% | +2.1% |
| Q2 2020 | $1,420,000 | +53.8% | 53,880 | +44.4% | 0.42% | +17.5% |
| Q1 2020 | $923,000 | +12.3% | 37,322 | +16.7% | 0.36% | +26.8% |
| Q4 2019 | $822,000 | +15.6% | 31,982 | +15.5% | 0.28% | +7.2% |
| Q3 2019 | $711,000 | +7.7% | 27,680 | +6.8% | 0.26% | +10.4% |
| Q2 2019 | $660,000 | +21.5% | 25,908 | +18.8% | 0.24% | +20.0% |
| Q1 2019 | $543,000 | +44.4% | 21,814 | +38.7% | 0.20% | +32.5% |
| Q4 2018 | $376,000 | +20.9% | 15,724 | +21.9% | 0.15% | +33.6% |
| Q3 2018 | $311,000 | +29.0% | 12,900 | +28.8% | 0.11% | +32.9% |
| Q2 2018 | $241,000 | +78.5% | 10,016 | +85.8% | 0.08% | +51.8% |
| Q1 2018 | $135,000 | +800.0% | 5,390 | +801.3% | 0.06% | +833.3% |
| Q1 2017 | $15,000 | – | 598 | – | 0.01% | – |
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% |