ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 120 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,458,350 | -5.2% | 256,998 | -5.5% | 0.48% | -9.1% |
| Q1 2024 | $6,815,449 | -5.6% | 272,074 | -6.1% | 0.52% | -9.6% |
| Q4 2023 | $7,219,564 | -0.8% | 289,826 | -1.5% | 0.58% | -8.1% |
| Q3 2023 | $7,276,596 | -0.6% | 294,242 | -1.1% | 0.63% | +4.3% |
| Q2 2023 | $7,321,781 | +0.8% | 297,392 | +0.6% | 0.61% | -2.9% |
| Q1 2023 | $7,266,731 | +3.7% | 295,516 | +3.0% | 0.62% | +0.5% |
| Q4 2022 | $7,004,087 | -1.3% | 286,818 | -1.6% | 0.62% | -6.9% |
| Q3 2022 | $7,096,000 | -0.0% | 291,417 | +1.6% | 0.67% | +8.6% |
| Q2 2022 | $7,099,000 | +1.1% | 286,812 | +2.5% | 0.61% | -0.5% |
| Q1 2022 | $7,023,000 | +9.3% | 279,794 | +12.9% | 0.62% | +29.6% |
| Q4 2021 | $6,425,000 | +3.6% | 247,782 | +5.1% | 0.48% | -10.4% |
| Q3 2021 | $6,199,000 | +10.5% | 235,810 | +10.8% | 0.53% | +10.6% |
| Q2 2021 | $5,612,000 | +30.1% | 212,834 | +30.2% | 0.48% | +20.3% |
| Q1 2021 | $4,314,000 | +95.4% | 163,488 | +96.8% | 0.40% | +50.6% |
| Q4 2020 | $2,208,000 | -28.5% | 83,084 | -28.9% | 0.26% | -23.9% |
| Q3 2020 | $3,090,000 | +17.0% | 116,837 | +16.7% | 0.35% | +8.4% |
| Q2 2020 | $2,640,000 | +21.5% | 100,145 | +14.0% | 0.32% | -0.9% |
| Q1 2020 | $2,172,000 | +7.7% | 87,846 | +11.9% | 0.32% | +37.3% |
| Q4 2019 | $2,017,000 | +8.8% | 78,510 | +8.8% | 0.24% | 0.0% |
| Q3 2019 | $1,854,000 | – | 72,168 | – | 0.24% | – |
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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% |