ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,375,656 | -7.4% | 419,557 | -7.8% | 0.30% | -4.5% |
| Q2 2023 | $11,202,059 | -27.9% | 454,998 | -28.0% | 0.31% | -31.2% |
| Q1 2023 | $15,538,752 | -0.2% | 631,913 | -0.9% | 0.46% | -5.2% |
| Q4 2022 | $15,576,674 | +10.8% | 637,865 | +10.5% | 0.48% | -0.4% |
| Q3 2022 | $14,059,000 | +18.1% | 577,353 | +20.1% | 0.48% | +22.6% |
| Q2 2022 | $11,902,000 | +20.6% | 480,904 | +22.4% | 0.39% | +39.4% |
| Q1 2022 | $9,865,000 | -3.0% | 393,027 | +0.2% | 0.28% | -1.7% |
| Q4 2021 | $10,171,000 | +0.6% | 392,218 | +2.0% | 0.29% | -20.3% |
| Q3 2021 | $10,113,000 | -0.9% | 384,680 | -0.6% | 0.36% | -2.7% |
| Q2 2021 | $10,206,000 | +0.6% | 387,022 | +0.7% | 0.37% | -6.8% |
| Q1 2021 | $10,142,000 | -1.3% | 384,304 | -0.6% | 0.40% | -5.5% |
| Q4 2020 | $10,280,000 | +3.6% | 386,766 | +3.1% | 0.42% | -6.5% |
| Q3 2020 | $9,918,000 | +1.2% | 375,019 | +0.9% | 0.45% | -8.7% |
| Q2 2020 | $9,802,000 | +31.4% | 371,851 | +23.3% | 0.49% | +7.7% |
| Q1 2020 | $7,457,000 | +0.8% | 301,659 | +4.8% | 0.46% | +20.9% |
| Q4 2019 | $7,396,000 | +11.1% | 287,905 | +11.1% | 0.38% | +0.8% |
| Q3 2019 | $6,659,000 | +21.1% | 259,205 | +19.4% | 0.38% | +19.8% |
| Q2 2019 | $5,499,000 | +20.5% | 217,090 | +18.4% | 0.31% | +15.1% |
| Q1 2019 | $4,562,000 | +21.7% | 183,370 | +16.9% | 0.27% | +9.2% |
| Q4 2018 | $3,749,000 | -1.5% | 156,870 | -0.6% | 0.25% | +12.7% |
| Q3 2018 | $3,805,000 | +0.8% | 157,870 | +0.7% | 0.22% | -8.3% |
| Q2 2018 | $3,774,000 | +1.3% | 156,770 | +2.6% | 0.24% | +1.7% |
| Q1 2018 | $3,726,000 | +118.9% | 152,770 | +124.7% | 0.24% | +127.9% |
| Q4 2017 | $1,702,000 | – | 67,980 | – | 0.10% | – |
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% |