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 | $403,890 | -3.1% | 16,332 | -3.5% | 0.06% | -6.7% |
| Q2 2023 | $416,887 | -2.7% | 16,933 | -2.9% | 0.06% | -13.0% |
| Q1 2023 | $428,500 | -3.8% | 17,433 | -4.4% | 0.07% | -20.7% |
| Q4 2022 | $445,247 | -7.6% | 18,233 | -7.9% | 0.09% | -14.7% |
| Q3 2022 | $482,000 | -17.7% | 19,799 | -16.3% | 0.10% | -17.7% |
| Q2 2022 | $586,000 | +16.5% | 23,661 | +17.8% | 0.12% | +34.8% |
| Q1 2022 | $503,000 | +5.7% | 20,090 | +8.1% | 0.09% | +19.5% |
| Q4 2021 | $476,000 | – | 18,590 | – | 0.08% | – |
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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% |