ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 124 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,310,866 | +3.7% | 214,754 | +3.2% | 0.30% | +8.1% |
| Q2 2023 | $5,121,379 | +1.4% | 208,017 | +1.3% | 0.27% | -4.9% |
| Q1 2023 | $5,048,302 | -0.2% | 205,299 | -0.9% | 0.29% | -4.7% |
| Q4 2022 | $5,060,947 | -12.3% | 207,246 | -12.6% | 0.30% | -17.8% |
| Q3 2022 | $5,772,000 | -8.1% | 237,056 | -6.5% | 0.37% | -2.9% |
| Q2 2022 | $6,278,000 | -5.7% | 253,651 | -4.4% | 0.38% | +11.5% |
| Q1 2022 | $6,657,000 | -2.3% | 265,229 | +0.9% | 0.34% | +4.0% |
| Q4 2021 | $6,815,000 | +7.9% | 262,832 | +9.4% | 0.32% | -3.0% |
| Q3 2021 | $6,318,000 | +8.2% | 240,317 | +8.5% | 0.34% | +8.1% |
| Q2 2021 | $5,841,000 | +0.6% | 221,504 | +0.7% | 0.31% | -7.5% |
| Q1 2021 | $5,806,000 | +3.3% | 220,009 | +4.1% | 0.34% | -2.0% |
| Q4 2020 | $5,618,000 | +14.0% | 211,351 | +13.5% | 0.34% | +1.8% |
| Q3 2020 | $4,926,000 | +27.0% | 186,282 | +26.6% | 0.34% | +16.7% |
| Q2 2020 | $3,879,000 | +27.3% | 147,168 | +19.3% | 0.29% | +4.3% |
| Q1 2020 | $3,048,000 | +33.7% | 123,310 | +38.9% | 0.28% | +66.3% |
| Q4 2019 | $2,280,000 | +19.8% | 88,765 | +19.9% | 0.17% | +11.4% |
| Q3 2019 | $1,903,000 | +15.5% | 74,060 | +14.6% | 0.15% | +12.9% |
| Q2 2019 | $1,647,000 | +43.5% | 64,635 | +40.1% | 0.13% | +36.1% |
| Q1 2019 | $1,148,000 | +46.6% | 46,150 | +40.9% | 0.10% | +29.3% |
| Q4 2018 | $783,000 | +56.9% | 32,750 | +58.1% | 0.08% | +82.9% |
| Q3 2018 | $499,000 | +66.9% | 20,715 | +66.8% | 0.04% | +57.7% |
| Q2 2018 | $299,000 | – | 12,420 | – | 0.03% | – |
Download | ||||||
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% |