ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,689 | +0.4% | 19,114 | 0.0% | 0.21% | +3.5% |
| Q2 2023 | $470,587 | +7.0% | 19,114 | +6.9% | 0.20% | -2.4% |
| Q1 2023 | $439,768 | +8.1% | 17,884 | +7.4% | 0.21% | +3.0% |
| Q4 2022 | $406,740 | +3.0% | 16,656 | +2.6% | 0.20% | -9.5% |
| Q3 2022 | $395,000 | -27.4% | 16,241 | -26.1% | 0.22% | -22.7% |
| Q2 2022 | $544,000 | +29.5% | 21,967 | +31.3% | 0.29% | +40.9% |
| Q1 2022 | $420,000 | -0.9% | 16,732 | +2.4% | 0.20% | +3.0% |
| Q4 2021 | $424,000 | +18.8% | 16,334 | +20.2% | 0.20% | +4.2% |
| Q3 2021 | $357,000 | +12.3% | 13,588 | +12.7% | 0.19% | +7.4% |
| Q2 2021 | $318,000 | +45.9% | 12,059 | +45.9% | 0.18% | +31.3% |
| Q1 2021 | $218,000 | – | 8,268 | – | 0.13% | – |
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% |