ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 306 filers reported holding ISHARES TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 999,372 | $24,335,000 | 6.03% |
| Paradigm, Strategies in Wealth Management, LLC | 234,436 | $5,709,000 | 5.21% |
| Tillar-Wenstrup Advisors, LLC | 394,512 | $9,606,000 | 4.80% |
| PFG Private Wealth Management, LLC | 285,412 | $6,950,000 | 4.56% |
| Windsor Capital Management, LLC | 445,699 | $10,852,000 | 4.06% |
| Signature Wealth Management Group | 285,826 | $6,960,000 | 3.54% |
| Cribstone Capital Management, LLC | 214,655 | $5,227,000 | 3.23% |
| Summit Asset Management, LLC | 398,831 | $9,712,000 | 3.14% |
| Peloton Wealth Strategists | 244,200 | $5,946,000 | 3.09% |
| SONATA CAPITAL GROUP INC | 228,415 | $5,562,000 | 3.06% |