ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,934,381 | +4.2% | 320,840 | +3.8% | 0.48% | +6.5% |
| Q2 2023 | $7,612,437 | +10.7% | 309,197 | +10.6% | 0.45% | +3.0% |
| Q1 2023 | $6,874,313 | -22.7% | 279,557 | -23.2% | 0.44% | -32.3% |
| Q4 2022 | $8,888,587 | +365.9% | 363,988 | +364.5% | 0.64% | +314.8% |
| Q3 2022 | $1,908,000 | -90.6% | 78,361 | +9491.3% | 0.16% | +7650.0% |
| Q2 2022 | $20,220,000 | – | 817 | – | 0.00% | – |
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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% |