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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $203,298 | -80.6% | 8,268 | -80.7% | 0.01% | -82.5% |
| Q4 2022 | $1,046,947 | -0.9% | 42,873 | -1.2% | 0.06% | -11.3% |
| Q3 2022 | $1,056,000 | +1.9% | 43,403 | +3.7% | 0.07% | +2.9% |
| Q2 2022 | $1,036,000 | +4.0% | 41,843 | +5.5% | 0.07% | +15.0% |
| Q1 2022 | $996,000 | -1.5% | 39,643 | +1.7% | 0.06% | -4.8% |
| Q4 2021 | $1,011,000 | +54.4% | 38,973 | +56.4% | 0.06% | +40.0% |
| Q3 2021 | $655,000 | +30.5% | 24,916 | +31.0% | 0.04% | +25.0% |
| Q2 2021 | $502,000 | +18.1% | 19,021 | +18.2% | 0.04% | 0.0% |
| Q1 2021 | $425,000 | -18.3% | 16,090 | -17.7% | 0.04% | -23.4% |
| Q4 2020 | $520,000 | – | 19,560 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 294,247 | $7,185,518 | 6.40% |
| Gateway Advisory, LLC | 989,656 | $24,167 | 6.20% |
| PFG Private Wealth Management, LLC | 300,045 | $7,327 | 4.55% |
| Windsor Capital Management, LLC | 438,138 | $10,699,340 | 3.90% |
| Reliant Wealth Planning | 255,067 | $6,228,736 | 3.78% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 136,139 | $3,324,520 | 3.63% |
| Signature Wealth Management Group | 298,249 | $7,283,248 | 3.56% |
| Summit Asset Management, LLC | 497,789 | $12,156,007 | 3.52% |
| Tillar-Wenstrup Advisors, LLC | 295,053 | $7,205 | 3.48% |
| SONATA CAPITAL GROUP INC | 228,415 | $5,578 | 3.10% |