ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,489 | +92403.4% | 15,224 | -8.0% | 0.06% | -5.1% |
| Q2 2023 | $407 | +6.3% | 16,549 | +6.5% | 0.06% | -6.3% |
| Q1 2023 | $383 | +17.8% | 15,533 | +16.5% | 0.06% | -8.7% |
| Q4 2022 | $325 | -99.9% | 13,332 | 0.0% | 0.07% | -9.2% |
| Q3 2022 | $325,000 | -1.5% | 13,332 | 0.0% | 0.08% | +4.1% |
| Q2 2022 | $330,000 | -1.5% | 13,332 | 0.0% | 0.07% | +14.1% |
| Q1 2022 | $335,000 | -3.2% | 13,332 | 0.0% | 0.06% | +6.7% |
| Q4 2021 | $346,000 | -1.1% | 13,332 | 0.0% | 0.06% | -10.4% |
| Q3 2021 | $350,000 | +6.1% | 13,332 | +6.8% | 0.07% | +1.5% |
| Q1 2021 | $330,000 | -0.6% | 12,487 | 0.0% | 0.07% | -5.7% |
| Q4 2020 | $332,000 | -10.8% | 12,487 | -11.1% | 0.07% | -22.2% |
| Q3 2020 | $372,000 | +56.3% | 14,049 | +55.6% | 0.09% | +50.0% |
| Q2 2020 | $238,000 | +6.7% | 9,031 | 0.0% | 0.06% | -7.7% |
| Q1 2020 | $223,000 | – | 9,031 | – | 0.06% | – |
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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% |