ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 160 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,133 | +0.4% | 25,804 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $635,294 | +0.1% | 25,804 | 0.0% | 0.10% | -8.0% |
| Q1 2023 | $634,520 | +0.7% | 25,804 | 0.0% | 0.11% | -4.3% |
| Q4 2022 | $630,134 | +19.1% | 25,804 | +18.9% | 0.12% | +6.4% |
| Q3 2022 | $529,000 | +23.3% | 21,709 | +25.1% | 0.11% | +29.4% |
| Q2 2022 | $429,000 | +13.5% | 17,352 | +15.4% | 0.08% | +25.0% |
| Q1 2022 | $378,000 | -2.6% | 15,040 | +0.5% | 0.07% | 0.0% |
| Q4 2021 | $388,000 | -1.3% | 14,962 | 0.0% | 0.07% | -12.8% |
| Q3 2021 | $393,000 | -0.5% | 14,962 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $395,000 | 0.0% | 14,962 | 0.0% | 0.08% | -8.2% |
| Q1 2021 | $395,000 | -0.8% | 14,962 | 0.0% | 0.08% | -9.6% |
| Q4 2020 | $398,000 | +0.5% | 14,962 | 0.0% | 0.09% | -8.7% |
| Q3 2020 | $396,000 | +0.5% | 14,962 | 0.0% | 0.10% | -9.6% |
| Q2 2020 | $394,000 | – | 14,962 | – | 0.11% | – |
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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% |