ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 69 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $206,349 | -7.5% | 8,450 | -7.9% | 0.02% | -17.9% |
| Q3 2022 | $223,000 | -1.8% | 9,175 | 0.0% | 0.03% | +3.7% |
| Q2 2022 | $227,000 | +9.7% | 9,175 | +10.9% | 0.03% | +22.7% |
| Q1 2022 | $207,000 | +1.0% | 8,275 | +7.5% | 0.02% | -12.0% |
| Q4 2020 | $205,000 | -27.8% | 7,700 | -28.5% | 0.02% | -34.2% |
| Q3 2020 | $284,000 | -16.0% | 10,765 | -16.2% | 0.04% | -20.8% |
| Q2 2020 | $338,000 | -6.1% | 12,840 | -11.8% | 0.05% | -18.6% |
| Q1 2020 | $360,000 | -1.6% | 14,565 | +2.3% | 0.06% | +34.1% |
| Q4 2019 | $366,000 | +1.1% | 14,235 | +1.2% | 0.04% | -6.4% |
| Q3 2019 | $362,000 | +5.2% | 14,070 | +4.3% | 0.05% | +4.4% |
| Q2 2019 | $344,000 | +4.6% | 13,495 | +2.3% | 0.04% | +4.7% |
| Q1 2019 | $329,000 | +7.5% | 13,195 | +3.0% | 0.04% | -4.4% |
| Q4 2018 | $306,000 | +3.7% | 12,810 | +4.8% | 0.04% | +15.4% |
| Q3 2018 | $295,000 | 0.0% | 12,220 | 0.0% | 0.04% | -4.9% |
| Q2 2018 | $295,000 | – | 12,220 | – | 0.04% | – |
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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% |