ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,440 | -19.7% | 58,215 | -20.1% | 0.25% | -16.3% |
| Q2 2023 | $1,793 | -21.2% | 72,821 | -21.2% | 0.30% | -24.8% |
| Q1 2023 | $2,274 | -15.3% | 92,389 | -15.5% | 0.40% | -17.0% |
| Q4 2022 | $2,685 | -99.9% | 109,387 | -1.1% | 0.48% | -13.8% |
| Q3 2022 | $2,685,000 | -0.6% | 110,629 | +1.3% | 0.56% | -1.9% |
| Q2 2022 | $2,700,000 | +1243.3% | 109,233 | +1262.0% | 0.57% | +1400.0% |
| Q1 2022 | $201,000 | -3.4% | 8,020 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $208,000 | +9.5% | 8,009 | +10.9% | 0.04% | +11.8% |
| Q3 2021 | $190,000 | 0.0% | 7,225 | +0.2% | 0.03% | -2.9% |
| Q2 2021 | $190,000 | 0.0% | 7,213 | +0.2% | 0.04% | -5.4% |
| Q1 2021 | $190,000 | +50.8% | 7,199 | +51.8% | 0.04% | +42.3% |
| Q4 2020 | $126,000 | – | 4,743 | – | 0.03% | – |
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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% |