ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 47 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,909,194 | -0.2% | 75,973 | -0.5% | 0.31% | 0.0% |
| Q1 2024 | $1,913,537 | +0.6% | 76,389 | 0.0% | 0.31% | -9.1% |
| Q4 2023 | $1,902,843 | +117.8% | 76,389 | +116.2% | 0.34% | +107.3% |
| Q3 2023 | $873,803 | +0.4% | 35,334 | 0.0% | 0.16% | +1.9% |
| Q2 2023 | $869,916 | -3.9% | 35,334 | -4.1% | 0.16% | -12.0% |
| Q1 2023 | $905,646 | -0.0% | 36,830 | -0.7% | 0.18% | -7.5% |
| Q4 2022 | $905,929 | +0.7% | 37,098 | +0.4% | 0.20% | -4.8% |
| Q3 2022 | $900,000 | -2.5% | 36,965 | -0.8% | 0.21% | +4.0% |
| Q2 2022 | $923,000 | -3.5% | 37,275 | -2.1% | 0.20% | +12.3% |
| Q1 2022 | $956,000 | -3.5% | 38,086 | -0.3% | 0.18% | -0.6% |
| Q4 2021 | $991,000 | -2.4% | 38,200 | -1.1% | 0.18% | -8.6% |
| Q3 2021 | $1,015,000 | -0.4% | 38,620 | -0.1% | 0.20% | +1.0% |
| Q2 2021 | $1,019,000 | -0.6% | 38,640 | -0.6% | 0.20% | -8.0% |
| Q1 2021 | $1,025,000 | -1.1% | 38,859 | -0.3% | 0.21% | -8.2% |
| Q4 2020 | $1,036,000 | +0.5% | 38,974 | -0.1% | 0.23% | -11.5% |
| Q3 2020 | $1,031,000 | -0.4% | 38,999 | -0.6% | 0.26% | -9.1% |
| Q2 2020 | $1,035,000 | +4.8% | 39,249 | -1.8% | 0.29% | -10.9% |
| Q1 2020 | $988,000 | -7.1% | 39,978 | -3.5% | 0.32% | +17.5% |
| Q4 2019 | $1,064,000 | -6.1% | 41,417 | -6.1% | 0.27% | -8.1% |
| Q3 2019 | $1,133,000 | -0.4% | 44,106 | -1.2% | 0.30% | -2.6% |
| Q2 2019 | $1,137,000 | +8.1% | 44,638 | +5.6% | 0.31% | +3.7% |
| Q1 2019 | $1,052,000 | +3.7% | 42,276 | -0.3% | 0.30% | -10.3% |
| Q4 2018 | $1,014,000 | +2.6% | 42,409 | +3.5% | 0.33% | +15.0% |
| Q3 2018 | $988,000 | +4.3% | 40,993 | +4.2% | 0.29% | +1.8% |
| Q2 2018 | $947,000 | +4.9% | 39,357 | +6.3% | 0.28% | -1.1% |
| Q1 2018 | $903,000 | +16.8% | 37,014 | +20.0% | 0.28% | +16.9% |
| Q4 2017 | $773,000 | +6.6% | 30,844 | +7.2% | 0.24% | +1.7% |
| Q3 2017 | $725,000 | +7.2% | 28,777 | +6.7% | 0.24% | +4.8% |
| Q2 2017 | $676,000 | – | 26,976 | – | 0.23% | – |
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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% |