ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $43,060,984 | +5.5% | 1,713,529 | +5.2% | 0.06% | 0.0% |
Q1 2024 | $40,811,810 | -9.1% | 1,629,214 | -9.6% | 0.06% | -16.4% |
Q4 2023 | $44,890,250 | +3.0% | 1,802,098 | +2.3% | 0.07% | -7.6% |
Q3 2023 | $43,563,210 | +0.0% | 1,761,553 | -0.4% | 0.08% | +2.6% |
Q2 2023 | $43,557,186 | +10.0% | 1,769,179 | +9.8% | 0.08% | +2.7% |
Q1 2023 | $39,604,788 | -2.8% | 1,610,605 | -3.5% | 0.08% | -8.5% |
Q4 2022 | $40,746,070 | +35.0% | 1,668,553 | +34.6% | 0.08% | +22.4% |
Q3 2022 | $30,184,000 | -1.6% | 1,239,596 | +0.0% | 0.07% | 0.0% |
Q2 2022 | $30,678,000 | +4.8% | 1,239,496 | +6.3% | 0.07% | +21.8% |
Q1 2022 | $29,269,000 | +26.5% | 1,166,097 | +30.7% | 0.06% | +27.9% |
Q4 2021 | $23,134,000 | -0.1% | 892,176 | +1.3% | 0.04% | -8.5% |
Q3 2021 | $23,150,000 | +0.2% | 880,555 | +0.5% | 0.05% | 0.0% |
Q2 2021 | $23,094,000 | +8.8% | 875,778 | +8.9% | 0.05% | -2.1% |
Q1 2021 | $21,225,000 | +6.6% | 804,289 | +7.4% | 0.05% | -4.0% |
Q4 2020 | $19,913,000 | +27.8% | 749,162 | +27.1% | 0.05% | +13.6% |
Q3 2020 | $15,587,000 | +33.3% | 589,402 | +32.9% | 0.04% | +18.9% |
Q2 2020 | $11,694,000 | +19.9% | 443,629 | +12.5% | 0.04% | -14.0% |
Q1 2020 | $9,750,000 | -8.1% | 394,406 | -4.5% | 0.04% | +26.5% |
Q4 2019 | $10,612,000 | +63.0% | 413,058 | +63.0% | 0.03% | +41.7% |
Q3 2019 | $6,509,000 | +7.3% | 253,351 | +6.4% | 0.02% | +4.3% |
Q2 2019 | $6,067,000 | +21.9% | 238,108 | +19.0% | 0.02% | +9.5% |
Q1 2019 | $4,977,000 | +16.3% | 200,054 | +11.7% | 0.02% | -8.7% |
Q4 2018 | $4,279,000 | +31.7% | 179,056 | +32.8% | 0.02% | +53.3% |
Q3 2018 | $3,249,000 | +9.7% | 134,801 | +9.5% | 0.02% | 0.0% |
Q2 2018 | $2,962,000 | +21.6% | 123,060 | +23.2% | 0.02% | +7.1% |
Q1 2018 | $2,435,000 | +32.6% | 99,851 | +36.2% | 0.01% | +27.3% |
Q4 2017 | $1,836,000 | +37.5% | 73,304 | +38.3% | 0.01% | +22.2% |
Q3 2017 | $1,335,000 | +40.8% | 53,009 | +40.2% | 0.01% | +28.6% |
Q2 2017 | $948,000 | +50.7% | 37,808 | +48.9% | 0.01% | +40.0% |
Q1 2017 | $629,000 | +106.9% | 25,399 | +104.9% | 0.01% | +66.7% |
Q4 2016 | $304,000 | – | 12,398 | – | 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% |