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 | $137,376 | -58.9% | 5,555 | -59.1% | 0.02% | -55.3% |
| Q2 2023 | $334,020 | -17.5% | 13,567 | -17.6% | 0.04% | -19.1% |
| Q1 2023 | $404,801 | -69.0% | 16,462 | -69.2% | 0.05% | -81.0% |
| Q4 2022 | $1,304,272 | -64.2% | 53,410 | -62.0% | 0.25% | -78.9% |
| Q4 2021 | $3,647,000 | -11.0% | 140,660 | -9.4% | 1.17% | +131.9% |
| Q1 2021 | $4,096,000 | -7.8% | 155,195 | -7.1% | 0.50% | -15.7% |
| Q4 2020 | $4,442,000 | -1.7% | 167,115 | -2.2% | 0.60% | -12.1% |
| Q3 2020 | $4,517,000 | -2.4% | 170,820 | -2.7% | 0.68% | -8.1% |
| Q2 2020 | $4,627,000 | +0.0% | 175,525 | -6.2% | 0.74% | -16.0% |
| Q1 2020 | $4,626,000 | +25.4% | 187,125 | +30.3% | 0.88% | +70.1% |
| Q4 2019 | $3,689,000 | – | 143,585 | – | 0.52% | – |
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% |