ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,000,068 | -12.9% | 283,060 | -13.3% | 5.20% | +9.7% |
| Q2 2023 | $8,036,189 | +6.4% | 326,409 | +6.3% | 4.74% | -1.2% |
| Q1 2023 | $7,550,713 | +102953.3% | 307,064 | +2.3% | 4.80% | +5.6% |
| Q4 2022 | $7,327 | -99.9% | 300,045 | +5.1% | 4.55% | -0.4% |
| Q3 2022 | $6,950,000 | +9.7% | 285,412 | +11.5% | 4.56% | +28.4% |
| Q2 2022 | $6,335,000 | +18.8% | 255,961 | +20.5% | 3.55% | +29.8% |
| Q1 2022 | $5,333,000 | +1.7% | 212,475 | +5.1% | 2.74% | +1.1% |
| Q4 2021 | $5,244,000 | -26.6% | 202,248 | -25.6% | 2.71% | -35.2% |
| Q3 2021 | $7,149,000 | +7.1% | 271,921 | +7.4% | 4.18% | -3.4% |
| Q2 2021 | $6,675,000 | +5.1% | 253,115 | +5.2% | 4.33% | -0.9% |
| Q1 2021 | $6,349,000 | +14.4% | 240,578 | +15.2% | 4.37% | +2.7% |
| Q4 2020 | $5,552,000 | +8.3% | 208,889 | +7.7% | 4.26% | -4.8% |
| Q3 2020 | $5,127,000 | +8.6% | 193,887 | +8.2% | 4.47% | +0.5% |
| Q2 2020 | $4,722,000 | +9.1% | 179,142 | +2.3% | 4.45% | -4.6% |
| Q1 2020 | $4,327,000 | +27.7% | 175,051 | +32.7% | 4.66% | +53.9% |
| Q4 2019 | $3,389,000 | – | 131,935 | – | 3.03% | – |
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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% |