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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,150,169 | +0.8% | 168,569 | +0.6% | 0.04% | -4.3% |
| Q1 2023 | $4,118,407 | -7.9% | 167,483 | -8.5% | 0.05% | -13.2% |
| Q4 2022 | $4,469,946 | +1794.0% | 183,033 | +1786.9% | 0.05% | +1666.7% |
| Q3 2022 | $236,000 | -4.5% | 9,700 | -2.8% | 0.00% | 0.0% |
| Q2 2022 | $247,000 | -19.5% | 9,980 | -18.4% | 0.00% | 0.0% |
| Q1 2022 | $307,000 | -75.8% | 12,236 | -75.0% | 0.00% | -78.6% |
| Q4 2021 | $1,270,000 | +0.2% | 48,986 | +1.7% | 0.01% | -6.7% |
| Q3 2021 | $1,267,000 | -0.3% | 48,186 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,271,000 | +2.0% | 48,186 | +2.0% | 0.02% | -6.2% |
| Q1 2021 | $1,246,000 | +14.2% | 47,230 | +15.1% | 0.02% | -5.9% |
| Q4 2020 | $1,091,000 | +5.7% | 41,030 | +5.1% | 0.02% | -5.6% |
| Q3 2020 | $1,032,000 | +63.0% | 39,030 | +62.4% | 0.02% | +50.0% |
| Q2 2020 | $633,000 | +99.7% | 24,030 | +85.1% | 0.01% | +71.4% |
| Q1 2018 | $317,000 | -12.7% | 12,980 | -10.4% | 0.01% | -12.5% |
| Q4 2017 | $363,000 | +1.7% | 14,480 | +2.0% | 0.01% | +14.3% |
| Q3 2017 | $357,000 | +240.0% | 14,200 | +238.1% | 0.01% | +250.0% |
| Q2 2017 | $105,000 | +1.9% | 4,200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $103,000 | +56.1% | 4,200 | +55.6% | 0.00% | +100.0% |
| Q4 2016 | $66,000 | – | 2,700 | – | 0.00% | – |
Download | ||||||
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% |