ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,228 | +0.8% | 413 | +1552.0% | 0.00% | -100.0% |
| Q1 2023 | $10,150 | -99.9% | 25 | -79.2% | 0.31% | -7.9% |
| Q3 2022 | $10,052,000 | -1.6% | 120 | -4.0% | 0.34% | +6.9% |
| Q2 2022 | $10,216,000 | -1.4% | 125 | 0.0% | 0.32% | +9.3% |
| Q1 2022 | $10,361,000 | -18.1% | 125 | -51.9% | 0.29% | +1.7% |
| Q4 2021 | $12,651,000 | +48557.7% | 260 | -58.1% | 0.29% | +2283.3% |
| Q3 2021 | $26,000 | 0.0% | 621 | -2.1% | 0.01% | +33.3% |
| Q2 2021 | $26,000 | – | 634 | +31600.0% | 0.01% | – |
| Q1 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $138,000 | -13.8% | 5,380 | -14.1% | 0.12% | -9.2% |
| Q2 2019 | $160,000 | -19.6% | 6,261 | -22.0% | 0.13% | -18.6% |
| Q1 2019 | $199,000 | +268.5% | 8,030 | +253.4% | 0.16% | +182.5% |
| Q3 2018 | $54,000 | +63.6% | 2,272 | +67.7% | 0.06% | +83.9% |
| Q2 2018 | $33,000 | +13.8% | 1,355 | +13.2% | 0.03% | +3.3% |
| Q1 2018 | $29,000 | – | 1,197 | – | 0.03% | – |
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% |