ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 124 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 653,268 | $16,155,318 | 13.05% |
| Ruggaard & Associates LLC | 422,716 | $10,453,767 | 6.22% |
| Keeler Thomas Management LLC | 598,551 | $15,001,301 | 5.55% |
| Paradigm, Strategies in Wealth Management, LLC | 349,637 | $8,646,517 | 5.51% |
| NovaPoint Capital, LLC | 553,121 | $13,678,686 | 5.43% |
| Gateway Advisory, LLC | 1,033,848 | $25,567,054 | 5.21% |
| PFG Private Wealth Management, LLC | 283,060 | $7,000,068 | 5.20% |
| Scissortail Wealth Management, LLC | 263,841 | $6,527,406 | 5.14% |
| Michael S. Ryan, Inc. | 196,272 | $4,861,647 | 4.64% |
| Windsor Capital Management, LLC | 436,410 | $10,792,409 | 3.74% |