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 | $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 ↓ |
|---|---|---|---|
| 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% |