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 | $2,413,653 | -2.1% | 97,600 | -2.6% | 0.68% | -5.0% |
| Q2 2023 | $2,466,658 | +6.6% | 100,189 | +6.4% | 0.72% | +8.3% |
| Q1 2023 | $2,314,528 | +119021.4% | 94,125 | +18.3% | 0.67% | +5.9% |
| Q4 2022 | $1,943 | -99.9% | 79,553 | -6.5% | 0.63% | -12.9% |
| Q3 2022 | $2,072,000 | -2.5% | 85,106 | -0.9% | 0.72% | +5.1% |
| Q2 2022 | $2,125,000 | +1.5% | 85,865 | +3.0% | 0.69% | +18.2% |
| Q1 2022 | $2,093,000 | +3.2% | 83,403 | +6.6% | 0.58% | +2.3% |
| Q4 2021 | $2,029,000 | -3.9% | 78,257 | -2.6% | 0.57% | -11.8% |
| Q3 2021 | $2,112,000 | +5.5% | 80,320 | +5.9% | 0.64% | +5.6% |
| Q2 2021 | $2,001,000 | +9.2% | 75,864 | +9.2% | 0.61% | +2.9% |
| Q1 2021 | $1,833,000 | +18.9% | 69,457 | +19.8% | 0.59% | +10.0% |
| Q4 2020 | $1,541,000 | +2.1% | 57,983 | +1.6% | 0.54% | -11.5% |
| Q3 2020 | $1,510,000 | +11.6% | 57,092 | +11.2% | 0.61% | +44.3% |
| Q2 2020 | $1,353,000 | +14.9% | 51,339 | +7.7% | 0.42% | -19.2% |
| Q1 2020 | $1,178,000 | +13.4% | 47,647 | +17.8% | 0.52% | +24.3% |
| Q4 2019 | $1,039,000 | +2564.1% | 40,463 | +2622.9% | 0.42% | +1809.1% |
| Q3 2019 | $39,000 | +2.6% | 1,486 | +0.8% | 0.02% | -4.3% |
| Q2 2019 | $38,000 | – | 1,474 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 202,405 | $5,041,914 | 4.18% |
| RVW Wealth, LLC | 595,058 | $14,822,898 | 1.63% |
| Capital Investment Advisors, LLC | 376,459 | $9,377,603 | 0.24% |
| Horizons Wealth Management | 12,958 | $322,784 | 0.21% |
| CGN Advisors LLC | 53,542 | $1,333,730 | 0.18% |
| TOMPKINS FINANCIAL CORP | 21,590 | $537,807 | 0.06% |
| Fragasso Group Inc. | 8,767 | $218,381 | 0.02% |
| Anchor Investment Management, LLC | 3,334 | $83,050 | 0.01% |
| Peoples Bank/KS | 200 | $4,980 | 0.00% |
| Bartlett & Co. LLC | 5,125 | $128 | 0.00% |