ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,697 | +26.1% | 68,619 | +25.4% | 0.00% | +33.3% |
| Q2 2023 | $1,346 | +84.4% | 54,705 | +84.2% | 0.00% | +50.0% |
| Q1 2023 | $730 | +55.3% | 29,695 | +54.8% | 0.00% | +100.0% |
| Q4 2022 | $470 | -99.8% | 19,178 | +75.4% | 0.00% | 0.0% |
| Q3 2022 | $267,000 | +21.9% | 10,931 | +23.4% | 0.00% | 0.0% |
| Q2 2022 | $219,000 | -1.4% | 8,860 | +0.2% | 0.00% | – |
| Q1 2022 | $222,000 | -21.8% | 8,838 | -17.8% | 0.00% | -100.0% |
| Q1 2021 | $284,000 | -0.7% | 10,756 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $286,000 | – | 10,750 | – | 0.00% | – |
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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% |