ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,208 | +0.4% | 898 | 0.0% | 0.02% | +4.5% |
| Q2 2023 | $22,109 | -31.0% | 898 | -31.1% | 0.02% | -37.1% |
| Q1 2023 | $32,040 | -26.4% | 1,303 | -26.9% | 0.04% | -34.0% |
| Q4 2022 | $43,516 | -14.7% | 1,782 | -15.2% | 0.05% | -13.1% |
| Q3 2022 | $51,000 | -84.9% | 2,102 | -84.6% | 0.06% | -83.6% |
| Q2 2022 | $338,000 | -15.3% | 13,670 | -13.9% | 0.37% | +8.5% |
| Q1 2022 | $399,000 | -28.4% | 15,878 | -26.0% | 0.34% | -23.1% |
| Q4 2021 | $557,000 | +4.7% | 21,469 | +6.1% | 0.45% | -2.8% |
| Q3 2021 | $532,000 | -0.2% | 20,227 | 0.0% | 0.46% | -1.3% |
| Q2 2021 | $533,000 | 0.0% | 20,227 | 0.0% | 0.46% | -5.5% |
| Q1 2021 | $533,000 | – | 20,227 | – | 0.49% | – |
Download | ||||||
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% |