ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $785 | -4.6% | 31,753 | -5.0% | 0.12% | +19.0% |
| Q2 2023 | $823 | -7.1% | 33,427 | -7.2% | 0.10% | -34.8% |
| Q1 2023 | $886 | +3.0% | 36,035 | +2.3% | 0.16% | -17.4% |
| Q4 2022 | $860 | -99.9% | 35,232 | -96.2% | 0.20% | -9.3% |
| Q3 2022 | $934,000 | +17.6% | 934,198 | +2813.1% | 0.22% | +77.7% |
| Q2 2022 | $794,000 | +2381.2% | 32,069 | -96.0% | 0.12% | -12.9% |
| Q1 2022 | $32,000 | -96.6% | 805,911 | +2116.7% | 0.14% | +11.2% |
| Q4 2021 | $934,000 | -2.8% | 36,356 | -0.6% | 0.12% | -5.3% |
| Q3 2021 | $961,000 | – | 36,566 | – | 0.13% | – |
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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% |