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 | $7,263,152 | +13.9% | 293,698 | +13.4% | 0.07% | +10.9% |
| Q2 2023 | $6,374,758 | +27.4% | 258,926 | +27.2% | 0.06% | +18.5% |
| Q1 2023 | $5,004,963 | +85.4% | 203,537 | +84.1% | 0.05% | +125.0% |
| Q4 2022 | $2,700,266 | -99.9% | 110,576 | -28.2% | 0.02% | +20.0% |
| Q3 2022 | $1,877,876,000 | +106295.2% | 154,062 | +116.0% | 0.02% | +11.1% |
| Q2 2022 | $1,765,000 | +133.5% | 71,320 | +136.6% | 0.02% | +125.0% |
| Q1 2022 | $756,000 | -63.0% | 30,139 | -61.8% | 0.01% | -61.9% |
| Q4 2021 | $2,044,000 | -7.6% | 78,818 | -6.3% | 0.02% | -4.5% |
| Q3 2021 | $2,211,000 | -4.9% | 84,082 | -4.6% | 0.02% | -15.4% |
| Q2 2021 | $2,324,000 | +0.0% | 88,127 | +0.1% | 0.03% | -10.3% |
| Q1 2021 | $2,323,000 | -41.0% | 88,030 | -40.5% | 0.03% | -37.0% |
| Q4 2020 | $3,934,000 | -99.9% | 148,037 | +14.5% | 0.05% | -28.1% |
| Q3 2020 | $3,433,000,000 | – | 129,320 | – | 0.06% | – |
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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% |