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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,469 | +0.4% | 949 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $23,364 | +0.1% | 949 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $23,336 | +101360.9% | 949 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23 | -100.0% | 949 | -99.0% | 0.00% | -99.2% |
| Q3 2022 | $2,360,000 | -3.6% | 96,935 | -2.0% | 0.52% | -2.3% |
| Q2 2022 | $2,448,000 | -1.4% | 98,929 | 0.0% | 0.53% | +8.9% |
| Q1 2022 | $2,483,000 | -2.7% | 98,929 | +0.5% | 0.48% | -18.6% |
| Q4 2021 | $2,553,000 | -1.4% | 98,440 | 0.0% | 0.60% | -10.1% |
| Q3 2021 | $2,588,000 | -0.3% | 98,440 | 0.0% | 0.66% | -63.6% |
| Q2 2021 | $2,596,000 | -0.5% | 98,440 | -0.5% | 1.82% | -3.2% |
| Q1 2021 | $2,610,000 | +25.7% | 98,890 | +26.6% | 1.88% | +14.7% |
| Q4 2020 | $2,076,000 | +0.5% | 78,115 | 0.0% | 1.64% | -5.6% |
| Q3 2020 | $2,066,000 | – | 78,115 | – | 1.74% | – |
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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% |