ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,323,323 | +31.6% | 457,878 | +31.1% | 1.33% | +27.8% |
| Q2 2023 | $8,601,957 | +5.6% | 349,389 | +5.5% | 1.04% | -2.3% |
| Q1 2023 | $8,146,962 | +104778.5% | 331,312 | +4.2% | 1.06% | +0.8% |
| Q4 2022 | $7,768 | -99.9% | 318,100 | -4.2% | 1.05% | -10.7% |
| Q3 2022 | $8,090,000 | -1.9% | 332,212 | -0.3% | 1.18% | +4.9% |
| Q2 2022 | $8,247,000 | +458.0% | 333,217 | +466.0% | 1.12% | +535.6% |
| Q1 2022 | $1,478,000 | +115.5% | 58,877 | +122.9% | 0.18% | +118.5% |
| Q4 2021 | $686,000 | -0.4% | 26,411 | +0.8% | 0.08% | -9.0% |
| Q3 2021 | $689,000 | +7.5% | 26,199 | +7.7% | 0.09% | +9.9% |
| Q2 2021 | $641,000 | +15.5% | 24,315 | +15.7% | 0.08% | +9.5% |
| Q1 2021 | $555,000 | +6.9% | 21,021 | +7.7% | 0.07% | -26.7% |
| Q4 2020 | $519,000 | +31.4% | 19,526 | +30.8% | 0.10% | +20.2% |
| Q3 2020 | $395,000 | +262.4% | 14,923 | +263.0% | 0.08% | +250.0% |
| Q2 2020 | $109,000 | +21.1% | 4,111 | +12.8% | 0.02% | +14.3% |
| Q1 2020 | $90,000 | +50.0% | 3,643 | +55.4% | 0.02% | +75.0% |
| Q4 2019 | $60,000 | – | 2,344 | – | 0.01% | – |
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% |