ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,627 | +101293.3% | 1,845 | 0.0% | 0.02% | +5.0% |
| Q2 2023 | $45 | 0.0% | 1,845 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $45 | +12.5% | 1,845 | +12.2% | 0.02% | +4.8% |
| Q4 2022 | $40 | -99.9% | 1,645 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $40,000 | -2.4% | 1,645 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $41,000 | 0.0% | 1,645 | 0.0% | 0.02% | +17.6% |
| Q1 2022 | $41,000 | -4.7% | 1,645 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $43,000 | 0.0% | 1,645 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $43,000 | 0.0% | 1,645 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $43,000 | 0.0% | 1,645 | 0.0% | 0.02% | -14.3% |
| Q1 2021 | $43,000 | +79.2% | 1,645 | +83.8% | 0.02% | +75.0% |
| Q4 2020 | $24,000 | 0.0% | 895 | 0.0% | 0.01% | -7.7% |
| Q3 2020 | $24,000 | +4.3% | 895 | +3.5% | 0.01% | -7.1% |
| Q2 2020 | $23,000 | +4.5% | 865 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $22,000 | 0.0% | 865 | 0.0% | 0.02% | +7.1% |
| Q4 2019 | $22,000 | 0.0% | 865 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $22,000 | +83.3% | 865 | +76.5% | 0.02% | +77.8% |
| Q2 2019 | $12,000 | – | 490 | – | 0.01% | – |
Download | ||||||
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% |