ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,127,571 | +558.9% | 369,089 | +556.0% | 2.20% | +576.0% |
| Q2 2023 | $1,385,294 | +293.5% | 56,267 | +289.1% | 0.32% | +221.8% |
| Q3 2022 | $352,000 | -6.1% | 14,459 | -4.6% | 0.10% | 0.0% |
| Q2 2022 | $375,000 | -2.6% | 15,157 | -1.1% | 0.10% | +12.2% |
| Q1 2022 | $385,000 | -6.6% | 15,326 | -3.5% | 0.09% | -4.3% |
| Q4 2021 | $412,000 | -18.9% | 15,884 | -17.8% | 0.09% | -24.8% |
| Q3 2021 | $508,000 | -71.1% | 19,325 | -71.0% | 0.12% | -72.0% |
| Q2 2021 | $1,758,000 | +1.3% | 66,654 | +1.4% | 0.45% | -8.8% |
| Q1 2021 | $1,736,000 | -32.6% | 65,764 | -32.1% | 0.49% | -36.2% |
| Q4 2020 | $2,576,000 | +15.9% | 96,916 | +15.3% | 0.77% | +8.0% |
| Q3 2020 | $2,223,000 | +21.4% | 84,058 | +21.0% | 0.71% | +18.0% |
| Q2 2020 | $1,831,000 | +1.9% | 69,478 | -4.4% | 0.60% | -20.5% |
| Q1 2020 | $1,796,000 | – | 72,656 | – | 0.76% | – |
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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% |