ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 74 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149 | +21.1% | 6 | +20.0% | 0.00% | – |
| Q2 2023 | $123 | +146.0% | 5 | +150.0% | 0.00% | – |
| Q1 2023 | $50 | -86.3% | 2 | -86.7% | 0.00% | – |
| Q4 2022 | $366 | – | 15 | +1400.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 2 | -92.6% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 27 | -30.8% | 0.00% | – |
| Q2 2021 | $1,000 | – | 39 | +1850.0% | 0.00% | – |
| Q1 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
| Q2 2020 | $30,000 | +7.1% | 1,139 | 0.0% | 0.00% | – |
| Q1 2020 | $28,000 | -12.5% | 1,139 | -8.4% | 0.00% | – |
| Q4 2019 | $32,000 | -3.0% | 1,243 | -3.1% | 0.00% | – |
| Q3 2019 | $33,000 | 0.0% | 1,283 | 0.0% | 0.00% | – |
| Q2 2019 | $33,000 | -72.0% | 1,283 | -73.0% | 0.00% | – |
| Q1 2019 | $118,000 | – | 4,756 | +475500.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | -75.0% | 0.00% | – |
| Q3 2018 | $0 | – | 4 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 294,247 | $7,185,518 | 6.40% |
| Gateway Advisory, LLC | 989,656 | $24,167 | 6.20% |
| PFG Private Wealth Management, LLC | 300,045 | $7,327 | 4.55% |
| Windsor Capital Management, LLC | 438,138 | $10,699,340 | 3.90% |
| Reliant Wealth Planning | 255,067 | $6,228,736 | 3.78% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 136,139 | $3,324,520 | 3.63% |
| Signature Wealth Management Group | 298,249 | $7,283,248 | 3.56% |
| Summit Asset Management, LLC | 497,789 | $12,156,007 | 3.52% |
| Tillar-Wenstrup Advisors, LLC | 295,053 | $7,205 | 3.48% |
| SONATA CAPITAL GROUP INC | 228,415 | $5,578 | 3.10% |