ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,106,668 | +32.2% | 44,750 | +31.6% | 0.13% | +34.0% |
| Q2 2023 | $837,080 | +0.1% | 34,000 | 0.0% | 0.10% | -6.7% |
| Q1 2023 | $836,060 | +0.7% | 34,000 | 0.0% | 0.10% | -2.8% |
| Q4 2022 | $830,280 | +0.3% | 34,000 | 0.0% | 0.11% | -9.3% |
| Q3 2022 | $828,000 | -8.3% | 34,000 | -6.8% | 0.12% | -4.1% |
| Q2 2022 | $903,000 | -1.4% | 36,500 | 0.0% | 0.12% | +0.8% |
| Q1 2022 | $916,000 | -3.2% | 36,500 | 0.0% | 0.12% | +3.4% |
| Q4 2021 | $946,000 | -1.5% | 36,500 | 0.0% | 0.12% | -11.3% |
| Q3 2021 | $960,000 | -0.3% | 36,500 | 0.0% | 0.13% | -2.2% |
| Q2 2021 | $963,000 | 0.0% | 36,500 | 0.0% | 0.14% | -9.3% |
| Q1 2021 | $963,000 | -0.7% | 36,500 | 0.0% | 0.15% | -21.5% |
| Q4 2020 | $970,000 | +0.5% | 36,500 | 0.0% | 0.19% | -12.8% |
| Q3 2020 | $965,000 | -7.3% | 36,500 | -7.6% | 0.22% | -16.7% |
| Q2 2020 | $1,041,000 | +6.7% | 39,500 | 0.0% | 0.26% | +1.2% |
| Q1 2020 | $976,000 | -3.8% | 39,500 | 0.0% | 0.26% | +15.6% |
| Q4 2019 | $1,015,000 | – | 39,500 | – | 0.22% | – |
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% |