ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 361 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,517 | -0.1% | 219,550 | -0.5% | 2.27% | +1.2% |
| Q1 2024 | $5,525 | +0.6% | 220,550 | 0.0% | 2.24% | -5.7% |
| Q4 2023 | $5,494 | -5.3% | 220,550 | -6.0% | 2.38% | -11.0% |
| Q3 2023 | $5,800 | -1.2% | 234,550 | -1.7% | 2.67% | +2.9% |
| Q2 2023 | $5,873 | -0.1% | 238,550 | -0.2% | 2.60% | -3.2% |
| Q1 2023 | $5,878 | +0.6% | 239,050 | -0.1% | 2.68% | -4.5% |
| Q4 2022 | $5,841 | -99.9% | 239,200 | -2.0% | 2.81% | -9.1% |
| Q3 2022 | $5,946,000 | -1.2% | 244,200 | +0.4% | 3.09% | +5.4% |
| Q2 2022 | $6,019,000 | -3.0% | 243,200 | -1.6% | 2.94% | +13.2% |
| Q1 2022 | $6,205,000 | +5.3% | 247,200 | +8.8% | 2.59% | +9.8% |
| Q4 2021 | $5,891,000 | +1.1% | 227,200 | +2.5% | 2.36% | -1.0% |
| Q3 2021 | $5,828,000 | +11.8% | 221,700 | +12.1% | 2.39% | +10.9% |
| Q2 2021 | $5,213,000 | +22.9% | 197,700 | +23.0% | 2.15% | +8.0% |
| Q1 2021 | $4,241,000 | +25.6% | 160,700 | +26.5% | 1.99% | +19.1% |
| Q4 2020 | $3,376,000 | +4.9% | 127,000 | +4.4% | 1.67% | -7.2% |
| Q3 2020 | $3,218,000 | +25.0% | 121,700 | +24.6% | 1.80% | +11.2% |
| Q2 2020 | $2,575,000 | +18.1% | 97,700 | +10.8% | 1.62% | -8.7% |
| Q1 2020 | $2,180,000 | +66.4% | 88,200 | +72.9% | 1.78% | +123.4% |
| Q4 2019 | $1,310,000 | +7.4% | 51,000 | +7.4% | 0.80% | +1.9% |
| Q3 2019 | $1,220,000 | +152.1% | 47,500 | +150.0% | 0.78% | +140.7% |
| Q2 2019 | $484,000 | – | 19,000 | – | 0.32% | – |
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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% |