ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,082,751 | +2.4% | 124,656 | +1.9% | 0.05% | +3.8% |
| Q2 2023 | $3,011,726 | +131877.5% | 122,329 | +31.8% | 0.05% | +10.6% |
| Q1 2023 | $2,282 | +54.7% | 92,818 | +53.7% | 0.05% | +17.5% |
| Q4 2022 | $1,475 | -99.9% | 60,391 | +22.1% | 0.04% | +5.3% |
| Q3 2022 | $1,204,000 | -7.2% | 49,455 | -5.6% | 0.04% | -5.0% |
| Q2 2022 | $1,297,000 | +4.7% | 52,400 | +6.2% | 0.04% | +5.3% |
| Q1 2022 | $1,239,000 | -5.3% | 49,355 | -2.2% | 0.04% | -2.6% |
| Q4 2021 | $1,308,000 | -5.4% | 50,460 | -4.1% | 0.04% | -13.3% |
| Q3 2021 | $1,383,000 | +8.2% | 52,613 | +8.5% | 0.04% | 0.0% |
| Q2 2021 | $1,278,000 | -0.9% | 48,480 | -0.8% | 0.04% | -15.1% |
| Q1 2021 | $1,289,000 | +0.2% | 48,848 | +0.9% | 0.05% | -13.1% |
| Q4 2020 | $1,287,000 | +374.9% | 48,413 | +373.1% | 0.06% | +258.8% |
| Q3 2020 | $271,000 | – | 10,233 | – | 0.02% | – |
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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% |