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 | $7,605,410 | +15.0% | 307,538 | +14.5% | 1.59% | +16.9% |
| Q2 2023 | $6,611,849 | +8.4% | 268,556 | +8.3% | 1.36% | +0.9% |
| Q1 2023 | $6,099,746 | +14.0% | 248,058 | +13.2% | 1.35% | +5.6% |
| Q4 2022 | $5,351,399 | -23.9% | 219,140 | -24.2% | 1.28% | -28.4% |
| Q3 2022 | $7,036,000 | -3.0% | 288,944 | -1.4% | 1.78% | +6.5% |
| Q2 2022 | $7,251,000 | +49.0% | 292,987 | +51.2% | 1.67% | +68.0% |
| Q1 2022 | $4,865,000 | +29.0% | 193,834 | +33.2% | 1.00% | +28.7% |
| Q4 2021 | $3,772,000 | +1.1% | 145,468 | +2.5% | 0.77% | -7.3% |
| Q3 2021 | $3,731,000 | -0.1% | 141,918 | 0.0% | 0.83% | -1.1% |
| Q2 2021 | $3,736,000 | +326.0% | 141,918 | +326.8% | 0.84% | +290.3% |
| Q1 2021 | $877,000 | +32.9% | 33,248 | +33.8% | 0.22% | +21.3% |
| Q4 2020 | $660,000 | +8.7% | 24,843 | +8.2% | 0.18% | -4.3% |
| Q3 2020 | $607,000 | – | 22,957 | – | 0.19% | – |
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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% |