ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |