ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 32 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $1,100,000 | +12.4% | 42,777 | +12.3% | 0.01% | 0.0% |
Q3 2019 | $979,000 | +1.5% | 38,098 | +0.6% | 0.01% | 0.0% |
Q2 2019 | $965,000 | +22.2% | 37,854 | +19.3% | 0.01% | +16.7% |
Q1 2019 | $790,000 | +749.5% | 31,729 | +710.4% | 0.01% | +500.0% |
Q4 2018 | $93,000 | +38.8% | 3,915 | +41.7% | 0.00% | 0.0% |
Q3 2018 | $67,000 | +11.7% | 2,763 | +14.1% | 0.00% | 0.0% |
Q2 2018 | $60,000 | 0.0% | 2,422 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $60,000 | -48.3% | 2,422 | -47.8% | 0.00% | 0.0% |
Q4 2017 | $116,000 | +123.1% | 4,636 | +124.9% | 0.00% | 0.0% |
Q3 2017 | $52,000 | 0.0% | 2,061 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $52,000 | +26.8% | 2,061 | +24.1% | 0.00% | 0.0% |
Q1 2017 | $41,000 | 0.0% | 1,661 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $41,000 | -4.7% | 1,661 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $43,000 | +2.4% | 1,661 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $42,000 | +2.4% | 1,661 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $41,000 | – | 1,661 | – | 0.00% | – |
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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% |