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 | $317,706 | +24.5% | 12,847 | +23.9% | 0.04% | +34.4% |
Q2 2023 | $255,211 | +0.1% | 10,366 | 0.0% | 0.03% | -8.6% |
Q1 2023 | $254,900 | +0.7% | 10,366 | 0.0% | 0.04% | -10.3% |
Q4 2022 | $253,138 | +0.5% | 10,366 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $252,000 | -1.9% | 10,366 | 0.0% | 0.04% | +2.6% |
Q2 2022 | $257,000 | -7.9% | 10,366 | -6.8% | 0.04% | +18.8% |
Q1 2022 | $279,000 | – | 11,128 | – | 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% |