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 | $239,315 | -11.0% | 9,677 | -11.5% | 0.02% | -20.0% |
| Q1 2023 | $268,868 | +103710.0% | 10,934 | +2.8% | 0.02% | -3.8% |
| Q4 2022 | $259 | -99.9% | 10,636 | -19.1% | 0.03% | -10.3% |
| Q3 2022 | $319,000 | -13.1% | 13,139 | -11.5% | 0.03% | -25.6% |
| Q2 2022 | $367,000 | -49.5% | 14,846 | -48.8% | 0.04% | -46.6% |
| Q1 2022 | $727,000 | -5.3% | 29,002 | -2.1% | 0.07% | -2.7% |
| Q4 2021 | $768,000 | -20.9% | 29,619 | -19.8% | 0.08% | -28.6% |
| Q3 2021 | $971,000 | +59.2% | 36,943 | +59.6% | 0.10% | +54.4% |
| Q2 2021 | $610,000 | -52.9% | 23,142 | -52.9% | 0.07% | -57.8% |
| Q1 2021 | $1,296,000 | – | 49,126 | – | 0.16% | – |
Download | ||||||
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% |