ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $607,744 | +0.3% | 24,184 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $605,809 | +0.6% | 24,184 | 0.0% | 0.02% | -11.8% |
| Q4 2023 | $602,423 | +0.7% | 24,184 | 0.0% | 0.02% | -5.6% |
| Q3 2023 | $598,070 | +0.4% | 24,184 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $595,410 | -9.3% | 24,184 | -9.4% | 0.02% | -19.0% |
| Q1 2023 | $656,160 | -8.6% | 26,684 | -9.3% | 0.02% | -16.0% |
| Q4 2022 | $718,265 | +0.3% | 29,413 | 0.0% | 0.02% | -13.8% |
| Q3 2022 | $716,000 | -1.6% | 29,413 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $728,000 | -1.4% | 29,413 | 0.0% | 0.03% | -6.5% |
| Q1 2022 | $738,000 | -50.3% | 29,413 | -48.7% | 0.03% | -50.8% |
| Q4 2021 | $1,486,000 | -17.3% | 57,298 | -16.1% | 0.06% | -24.1% |
| Q3 2021 | $1,796,000 | -0.3% | 68,298 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $1,801,000 | -0.1% | 68,298 | 0.0% | 0.08% | -6.7% |
| Q1 2021 | $1,802,000 | -0.7% | 68,298 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $1,815,000 | +0.5% | 68,298 | 0.0% | 0.09% | -13.3% |
| Q3 2020 | $1,806,000 | +3.1% | 68,298 | +2.8% | 0.10% | -7.1% |
| Q2 2020 | $1,751,000 | -1.1% | 66,413 | -7.3% | 0.11% | -22.1% |
| Q1 2020 | $1,771,000 | -3.8% | 71,638 | 0.0% | 0.14% | +9.0% |
| Q4 2019 | $1,840,000 | +4.0% | 71,638 | +4.0% | 0.13% | -6.3% |
| Q3 2019 | $1,770,000 | +21.9% | 68,909 | +20.9% | 0.14% | +20.3% |
| Q2 2019 | $1,452,000 | – | 57,000 | – | 0.12% | – |
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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% |