ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |