ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,767 | +0.4% | 19,845 | 0.0% | 0.38% | +3.5% |
| Q2 2023 | $488,584 | -7.9% | 19,845 | -8.0% | 0.37% | -12.6% |
| Q1 2023 | $530,283 | +0.7% | 21,565 | 0.0% | 0.42% | -3.2% |
| Q4 2022 | $526,617 | -4.4% | 21,565 | -4.6% | 0.44% | -18.4% |
| Q3 2022 | $551,000 | -28.5% | 22,615 | -27.4% | 0.53% | -23.3% |
| Q2 2022 | $771,000 | -1.4% | 31,165 | 0.0% | 0.70% | +6.6% |
| Q1 2022 | $782,000 | -13.8% | 31,165 | -10.9% | 0.65% | -9.8% |
| Q4 2021 | $907,000 | -6.9% | 34,965 | -5.6% | 0.72% | -12.0% |
| Q3 2021 | $974,000 | -0.3% | 37,055 | 0.0% | 0.82% | -0.1% |
| Q2 2021 | $977,000 | -0.1% | 37,055 | 0.0% | 0.82% | -6.0% |
| Q1 2021 | $978,000 | -0.7% | 37,055 | 0.0% | 0.88% | +4.2% |
| Q4 2020 | $985,000 | – | 37,055 | – | 0.84% | – |
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% |