ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14,822,898 | +6.8% | 595,058 | +6.1% | 1.63% | -2.7% |
| Q3 2023 | $13,874,420 | -3.2% | 561,036 | -3.6% | 1.67% | -1.1% |
| Q2 2023 | $14,327,978 | -7.2% | 581,965 | -7.3% | 1.69% | -11.7% |
| Q1 2023 | $15,440,209 | +1.6% | 627,906 | +0.9% | 1.91% | -1.1% |
| Q4 2022 | $15,201,645 | +4.9% | 622,508 | +4.6% | 1.94% | -4.8% |
| Q3 2022 | $14,493,000 | -30.9% | 595,186 | -29.8% | 2.03% | -27.7% |
| Q2 2022 | $20,979,000 | -5.6% | 847,653 | -4.2% | 2.81% | +9.5% |
| Q1 2022 | $22,217,000 | -3.3% | 885,126 | -0.1% | 2.57% | +0.0% |
| Q4 2021 | $22,964,000 | -8.1% | 885,597 | -5.6% | 2.56% | -14.6% |
| Q3 2021 | $25,000,000 | 0.0% | 938,040 | +0.6% | 3.00% | -3.8% |
| Q2 2021 | $25,000,000 | +4.2% | 932,541 | +2.6% | 3.12% | -0.3% |
| Q1 2021 | $24,000,000 | +9.1% | 909,269 | +10.5% | 3.13% | -2.9% |
| Q4 2020 | $22,000,000 | +10.5% | 822,555 | +9.2% | 3.23% | -4.1% |
| Q3 2020 | $19,912,000 | +12.9% | 752,947 | +12.5% | 3.36% | +4.3% |
| Q2 2020 | $17,639,000 | +22.0% | 669,146 | +14.4% | 3.22% | -4.5% |
| Q1 2020 | $14,456,000 | -18.6% | 584,795 | -15.4% | 3.38% | -13.0% |
| Q4 2019 | $17,755,000 | +17.6% | 691,141 | +17.6% | 3.88% | +8.1% |
| Q3 2019 | $15,103,000 | +21.8% | 587,906 | +20.8% | 3.59% | +21.6% |
| Q2 2019 | $12,398,000 | +47.1% | 486,597 | +43.7% | 2.95% | +37.3% |
| Q1 2019 | $8,428,000 | – | 338,728 | – | 2.15% | – |
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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% |