ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $396,968 | +0.5% | 16,256 | +0.1% | 0.16% | -5.8% |
| Q3 2022 | $395,000 | -1.7% | 16,237 | +0.1% | 0.17% | +4.3% |
| Q2 2022 | $402,000 | -1.2% | 16,225 | +0.1% | 0.16% | +14.7% |
| Q1 2022 | $407,000 | -3.1% | 16,214 | +0.0% | 0.14% | -1.4% |
| Q4 2021 | $420,000 | -1.4% | 16,207 | +0.1% | 0.14% | -9.4% |
| Q3 2021 | $426,000 | -0.2% | 16,193 | +0.1% | 0.16% | -4.2% |
| Q2 2021 | $427,000 | 0.0% | 16,183 | +0.1% | 0.17% | -9.2% |
| Q1 2021 | $427,000 | -0.7% | 16,172 | +0.0% | 0.18% | -11.1% |
| Q4 2020 | $430,000 | -1.8% | 16,164 | -2.4% | 0.21% | -16.2% |
| Q3 2020 | $438,000 | +0.5% | 16,567 | +0.1% | 0.25% | -7.8% |
| Q2 2020 | $436,000 | +6.6% | 16,553 | +0.1% | 0.27% | -14.4% |
| Q1 2020 | $409,000 | -3.8% | 16,536 | +0.1% | 0.31% | +18.1% |
| Q4 2019 | $425,000 | +0.2% | 16,526 | +0.1% | 0.26% | -12.5% |
| Q3 2019 | $424,000 | +1.0% | 16,509 | +0.1% | 0.30% | +2.0% |
| Q2 2019 | $420,000 | – | 16,496 | – | 0.30% | – |
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% |