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 | $4,497,344 | +24.7% | 181,858 | +24.2% | 1.13% | +29.3% |
| Q2 2023 | $3,605,637 | -1.0% | 146,451 | -1.1% | 0.87% | -4.8% |
| Q1 2023 | $3,641,225 | -27.6% | 148,078 | -28.1% | 0.92% | -29.1% |
| Q4 2022 | $5,029,205 | +95.2% | 205,946 | +94.6% | 1.30% | +80.4% |
| Q3 2022 | $2,577,000 | -2.2% | 105,832 | -0.6% | 0.72% | -1.8% |
| Q2 2022 | $2,636,000 | -21.5% | 106,519 | -20.3% | 0.73% | -2.1% |
| Q1 2022 | $3,357,000 | -45.6% | 133,732 | -43.8% | 0.75% | -42.8% |
| Q4 2021 | $6,169,000 | +1.1% | 237,917 | +2.6% | 1.31% | -9.1% |
| Q3 2021 | $6,099,000 | +0.5% | 231,986 | +0.9% | 1.44% | +2.9% |
| Q2 2021 | $6,068,000 | +2.5% | 229,932 | +2.5% | 1.40% | -5.0% |
| Q1 2021 | $5,922,000 | +3.3% | 224,415 | +4.0% | 1.47% | -8.0% |
| Q4 2020 | $5,734,000 | – | 215,716 | – | 1.60% | – |
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% |