ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 74 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $13,421,249 | -3.2% | 534,073 | -3.5% | 0.03% | -10.3% |
Q1 2024 | $13,868,622 | -0.5% | 553,638 | -1.0% | 0.03% | -12.1% |
Q4 2023 | $13,935,662 | +21.3% | 559,440 | +20.5% | 0.03% | +6.5% |
Q3 2023 | $11,485,539 | +10.2% | 464,449 | +9.7% | 0.03% | +10.7% |
Q2 2023 | $10,419,759 | +137363.8% | 423,223 | +37.3% | 0.03% | +27.3% |
Q1 2023 | $7,580 | +25.0% | 308,253 | +24.1% | 0.02% | +15.8% |
Q4 2022 | $6,064 | -99.9% | 248,327 | +1.3% | 0.02% | -20.8% |
Q3 2022 | $5,971,000 | +4.7% | 245,229 | +6.4% | 0.02% | +4.3% |
Q2 2022 | $5,702,000 | +11.0% | 230,376 | +12.5% | 0.02% | +21.1% |
Q1 2022 | $5,139,000 | +20.7% | 204,739 | +24.7% | 0.02% | +5.6% |
Q4 2021 | $4,258,000 | +9.8% | 164,204 | +11.3% | 0.02% | -10.0% |
Q3 2021 | $3,878,000 | -0.6% | 147,509 | -0.3% | 0.02% | -16.7% |
Q2 2021 | $3,900,000 | +4.7% | 147,913 | +4.8% | 0.02% | -7.7% |
Q1 2021 | $3,724,000 | -2.8% | 141,099 | -2.1% | 0.03% | -10.3% |
Q4 2020 | $3,830,000 | -2.8% | 144,077 | -3.3% | 0.03% | -21.6% |
Q3 2020 | $3,939,000 | -7.8% | 148,939 | -8.1% | 0.04% | -14.0% |
Q2 2020 | $4,270,000 | +20.1% | 161,989 | +12.6% | 0.04% | -2.3% |
Q1 2020 | $3,555,000 | +68.5% | 143,827 | +75.1% | 0.04% | +100.0% |
Q4 2019 | $2,110,000 | +62.1% | 82,136 | +62.1% | 0.02% | +37.5% |
Q3 2019 | $1,302,000 | +46.3% | 50,664 | +45.1% | 0.02% | +45.5% |
Q2 2019 | $890,000 | +76.2% | 34,920 | +72.1% | 0.01% | +57.1% |
Q1 2019 | $505,000 | +89.1% | 20,291 | +81.8% | 0.01% | +40.0% |
Q4 2018 | $267,000 | -0.7% | 11,164 | 0.0% | 0.01% | -28.6% |
Q3 2018 | $269,000 | 0.0% | 11,164 | 0.0% | 0.01% | -12.5% |
Q2 2018 | $269,000 | +25.1% | 11,164 | +26.4% | 0.01% | 0.0% |
Q1 2018 | $215,000 | -2.7% | 8,833 | 0.0% | 0.01% | -11.1% |
Q4 2017 | $221,000 | -0.5% | 8,833 | 0.0% | 0.01% | -10.0% |
Q3 2017 | $222,000 | +0.5% | 8,833 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $221,000 | +225.0% | 8,833 | +230.8% | 0.01% | +233.3% |
Q3 2016 | $68,000 | – | 2,670 | – | 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% |