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 | $5,446,832 | +4.5% | 220,251 | +4.0% | 1.29% | +5.6% |
| Q2 2023 | $5,212,301 | +4.4% | 211,710 | +4.3% | 1.22% | -4.5% |
| Q1 2023 | $4,991,548 | +51.1% | 202,991 | +50.0% | 1.28% | +36.6% |
| Q4 2022 | $3,304,295 | +68.6% | 135,311 | +68.1% | 0.94% | +59.6% |
| Q3 2022 | $1,960,000 | +120.7% | 80,491 | +124.3% | 0.59% | +128.4% |
| Q2 2022 | $888,000 | +107.0% | 35,891 | +110.1% | 0.26% | +149.5% |
| Q1 2022 | $429,000 | +44.9% | 17,085 | +49.7% | 0.10% | +45.1% |
| Q4 2021 | $296,000 | – | 11,410 | – | 0.07% | – |
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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% |