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 | $913,678 | +7.0% | 36,946 | +6.6% | 0.07% | +8.8% |
Q2 2023 | $853,513 | +6.1% | 34,667 | +6.0% | 0.07% | 0.0% |
Q1 2023 | $804,309 | +137154.1% | 32,709 | +36.3% | 0.07% | +25.9% |
Q4 2022 | $586 | -99.9% | 24,002 | -0.2% | 0.05% | -11.5% |
Q3 2022 | $585,000 | +50.4% | 24,042 | +53.0% | 0.06% | +74.3% |
Q2 2022 | $389,000 | -53.2% | 15,710 | -52.6% | 0.04% | -47.8% |
Q1 2022 | $832,000 | +23.3% | 33,142 | +27.3% | 0.07% | +21.8% |
Q4 2021 | $675,000 | +4.2% | 26,042 | +5.6% | 0.06% | -17.9% |
Q3 2021 | $648,000 | – | 24,650 | – | 0.07% | – |
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% |