ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 91 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $854,571 | +15.0% | 34,006 | +14.7% | 0.03% | +12.5% |
Q1 2024 | $742,833 | +65.5% | 29,654 | +64.6% | 0.02% | +41.2% |
Q4 2023 | $448,903 | +0.7% | 18,021 | 0.0% | 0.02% | -10.5% |
Q3 2023 | $445,659 | +0.4% | 18,021 | 0.0% | 0.02% | +5.6% |
Q2 2023 | $443,677 | +0.1% | 18,021 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $443,136 | +8.9% | 18,021 | +8.2% | 0.02% | +12.5% |
Q4 2022 | $406,862 | +0.2% | 16,661 | 0.0% | 0.02% | -11.1% |
Q3 2022 | $406,000 | -1.5% | 16,661 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $412,000 | -1.4% | 16,661 | 0.0% | 0.02% | +5.9% |
Q1 2022 | $418,000 | -1.2% | 16,661 | +2.1% | 0.02% | 0.0% |
Q4 2021 | $423,000 | -1.4% | 16,326 | 0.0% | 0.02% | -15.0% |
Q3 2021 | $429,000 | -8.9% | 16,326 | -8.7% | 0.02% | -9.1% |
Q2 2021 | $471,000 | +0.4% | 17,873 | +0.6% | 0.02% | -8.3% |
Q1 2021 | $469,000 | +3.8% | 17,773 | +4.4% | 0.02% | +4.3% |
Q4 2020 | $452,000 | -3.0% | 17,017 | -3.5% | 0.02% | -8.0% |
Q3 2020 | $466,000 | +0.2% | 17,635 | 0.0% | 0.02% | -3.8% |
Q2 2020 | $465,000 | +6.7% | 17,635 | 0.0% | 0.03% | -13.3% |
Q1 2020 | $436,000 | +1.6% | 17,635 | +5.5% | 0.03% | +20.0% |
Q4 2019 | $429,000 | +2.1% | 16,709 | +2.1% | 0.02% | -3.8% |
Q3 2019 | $420,000 | +1.2% | 16,366 | 0.0% | 0.03% | -3.7% |
Q2 2019 | $415,000 | +2.0% | 16,366 | 0.0% | 0.03% | -3.6% |
Q1 2019 | $407,000 | -36.7% | 16,366 | -39.1% | 0.03% | -41.7% |
Q4 2018 | $643,000 | -2.7% | 26,889 | -2.0% | 0.05% | -9.4% |
Q3 2018 | $661,000 | +4.1% | 27,432 | +3.9% | 0.05% | -7.0% |
Q2 2018 | $635,000 | +0.8% | 26,397 | +2.3% | 0.06% | +5.6% |
Q1 2018 | $630,000 | -7.6% | 25,812 | -5.2% | 0.05% | -12.9% |
Q4 2017 | $682,000 | +14.2% | 27,239 | +14.9% | 0.06% | +31.9% |
Q3 2017 | $597,000 | +0.5% | 23,703 | 0.0% | 0.05% | -6.0% |
Q2 2017 | $594,000 | +5.1% | 23,703 | +3.8% | 0.05% | -2.0% |
Q1 2017 | $565,000 | +10.8% | 22,832 | +9.7% | 0.05% | -5.6% |
Q4 2016 | $510,000 | – | 20,816 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mid-American Wealth Advisory Group, Inc. | 612,976 | $15,404,083 | 9.84% |
Keeler Thomas Management LLC | 647,064 | $16,271,877 | 5.54% |
Summit Investment Advisory Services, LLC | 186,871 | $4,696,070 | 5.52% |
Ruggaard & Associates LLC | 468,012 | $11,761,134 | 5.44% |
Houlihan Financial Resource Group, Ltd. | 285,608 | $7,177 | 4.90% |
Gratus Wealth Advisors, LLC | 1,050,634 | $26,391,921 | 4.55% |
PFG Private Wealth Management, LLC | 288,423 | $7,248,077 | 4.40% |
NovaPoint Capital, LLC | 448,302 | $11,265,829 | 3.82% |
Madden Advisory Services, Inc. | 267,237 | $6,715,668 | 3.41% |
Michael S. Ryan, Inc. | 178,464 | $4,484,809 | 3.40% |