ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,866,509 | -10.6% | 601,153 | -11.0% | 1.98% | -10.1% |
| Q2 2023 | $16,629,359 | +3.1% | 675,441 | +3.0% | 2.21% | -2.6% |
| Q1 2023 | $16,124,165 | +14.3% | 655,720 | +13.5% | 2.27% | +4.0% |
| Q4 2022 | $14,103,249 | +210.0% | 577,529 | +209.1% | 2.18% | +177.9% |
| Q3 2022 | $4,550,000 | -3.4% | 186,842 | -1.8% | 0.78% | -2.1% |
| Q2 2022 | $4,709,000 | -5.4% | 190,281 | -4.1% | 0.80% | +6.8% |
| Q1 2022 | $4,979,000 | +1.7% | 198,367 | +5.0% | 0.75% | +5.2% |
| Q4 2021 | $4,897,000 | -6.7% | 188,842 | -5.4% | 0.71% | -17.8% |
| Q3 2021 | $5,247,000 | +5.7% | 199,582 | +6.0% | 0.87% | +2.8% |
| Q2 2021 | $4,965,000 | -0.2% | 188,297 | -0.1% | 0.84% | -7.3% |
| Q1 2021 | $4,976,000 | +38176.9% | 188,567 | +37388.5% | 0.91% | +45350.0% |
| Q4 2020 | $13,000 | – | 503 | – | 0.00% | – |
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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% |