ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,111,990 | +7.7% | 123,835 | +7.4% | 0.86% | +7.1% |
| Q1 2024 | $2,889,032 | +3.2% | 115,330 | +2.6% | 0.80% | -2.6% |
| Q4 2023 | $2,800,672 | +11.6% | 112,431 | +10.8% | 0.82% | +2.4% |
| Q3 2023 | $2,510,061 | +10.2% | 101,498 | +9.7% | 0.80% | +15.0% |
| Q2 2023 | $2,278,286 | +1.5% | 92,538 | +1.4% | 0.70% | +1.3% |
| Q1 2023 | $2,244,452 | +107547.6% | 91,275 | +6.9% | 0.69% | +3.1% |
| Q4 2022 | $2,085 | -99.9% | 85,388 | +3.8% | 0.67% | -1.0% |
| Q3 2022 | $2,004,000 | +6.5% | 82,295 | +8.3% | 0.68% | +15.2% |
| Q2 2022 | $1,882,000 | -3.5% | 76,021 | -2.2% | 0.59% | +12.2% |
| Q1 2022 | $1,950,000 | -3.0% | 77,699 | +0.2% | 0.52% | +4.2% |
| Q4 2021 | $2,010,000 | +2.6% | 77,516 | +4.0% | 0.50% | -2.0% |
| Q3 2021 | $1,960,000 | -2.6% | 74,556 | -2.3% | 0.51% | -1.2% |
| Q2 2021 | $2,012,000 | -1.6% | 76,309 | -1.5% | 0.52% | -8.6% |
| Q1 2021 | $2,044,000 | +0.4% | 77,453 | +1.2% | 0.57% | -4.5% |
| Q4 2020 | $2,035,000 | +6.4% | 76,555 | +5.9% | 0.59% | -7.3% |
| Q3 2020 | $1,912,000 | +0.4% | 72,287 | +0.1% | 0.64% | -9.2% |
| Q2 2020 | $1,904,000 | +16.6% | 72,222 | +9.3% | 0.71% | -2.9% |
| Q1 2020 | $1,633,000 | -29.3% | 66,066 | -26.5% | 0.73% | +0.1% |
| Q4 2019 | $2,310,000 | +0.7% | 89,928 | +0.7% | 0.73% | -4.1% |
| Q3 2019 | $2,295,000 | -9.3% | 89,315 | -10.1% | 0.76% | -7.2% |
| Q2 2019 | $2,531,000 | +4.5% | 99,344 | +2.1% | 0.82% | +2.3% |
| Q1 2019 | $2,421,000 | +32.7% | 97,295 | +27.5% | 0.80% | +23.3% |
| Q4 2018 | $1,824,000 | -8.6% | 76,331 | -7.8% | 0.65% | +1.7% |
| Q3 2018 | $1,995,000 | +26.1% | 82,796 | +26.0% | 0.64% | +20.0% |
| Q2 2018 | $1,582,000 | +278.5% | 65,729 | +283.5% | 0.53% | +278.6% |
| Q1 2018 | $418,000 | – | 17,140 | – | 0.14% | – |
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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% |