ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,222 | -96.0% | 251,444 | -96.0% | 3.33% | -30.8% |
| Q2 2023 | $154,856 | +2496.5% | 6,297,198 | +2496.5% | 4.81% | +47.9% |
| Q1 2023 | $5,964 | +14.2% | 242,526 | +13.8% | 3.25% | +8.0% |
| Q4 2022 | $5,224 | -99.9% | 213,042 | +19.0% | 3.01% | +13.3% |
| Q3 2022 | $4,370,000 | +98.0% | 179,102 | +114.3% | 2.66% | +108.8% |
| Q3 2020 | $2,207,000 | +42.7% | 83,587 | +33.6% | 1.27% | -5.3% |
| Q1 2020 | $1,547,000 | -4.2% | 62,578 | -0.4% | 1.34% | +28.8% |
| Q4 2019 | $1,614,000 | – | 62,824 | – | 1.04% | – |
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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% |