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 | $23,225 | -77.2% | 939 | -77.3% | 0.02% | -76.5% |
| Q2 2023 | $101,960 | +14.9% | 4,141 | +14.7% | 0.08% | +11.0% |
| Q1 2023 | $88,771 | +5.7% | 3,610 | +4.7% | 0.07% | -3.9% |
| Q4 2022 | $84,000 | +1.2% | 3,449 | +0.8% | 0.08% | -7.3% |
| Q3 2022 | $83,000 | -45.0% | 3,422 | -43.9% | 0.08% | -42.3% |
| Q2 2022 | $151,000 | -47.9% | 6,099 | -47.2% | 0.14% | -44.7% |
| Q1 2022 | $290,000 | -1.4% | 11,548 | +1.7% | 0.26% | +8.4% |
| Q4 2021 | $294,000 | +14.0% | 11,351 | +15.6% | 0.24% | +5.8% |
| Q3 2021 | $258,000 | +58.3% | 9,819 | +58.8% | 0.22% | +52.4% |
| Q2 2021 | $163,000 | +1.9% | 6,185 | +1.9% | 0.15% | -4.5% |
| Q1 2021 | $160,000 | – | 6,069 | – | 0.15% | – |
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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% |