ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 361 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $499,107 | -4.0% | 19,861 | -4.3% | 0.01% | -16.7% |
| Q1 2024 | $519,637 | +2.9% | 20,744 | +2.3% | 0.01% | 0.0% |
| Q4 2023 | $505,080 | +12.4% | 20,276 | +11.6% | 0.01% | 0.0% |
| Q3 2023 | $449,468 | +0.9% | 18,175 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $445,376 | +117.6% | 18,090 | +117.3% | 0.01% | +100.0% |
| Q1 2023 | $204,687 | – | 8,324 | – | 0.00% | – |
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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% |