ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,532,967 | +2.7% | 506,792 | +2.2% | 0.05% | 0.0% |
| Q2 2023 | $12,205,317 | +7.0% | 495,748 | +6.8% | 0.05% | -4.0% |
| Q1 2023 | $11,411,605 | +40.8% | 464,075 | +39.9% | 0.05% | +22.0% |
| Q4 2022 | $8,102,093 | +132.2% | 331,781 | +131.5% | 0.04% | +105.0% |
| Q3 2022 | $3,490,000 | -10.4% | 143,340 | -8.9% | 0.02% | -20.0% |
| Q2 2022 | $3,896,000 | +1019.5% | 157,398 | +1033.7% | 0.02% | +1150.0% |
| Q1 2022 | $348,000 | -3.3% | 13,883 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $360,000 | -1.4% | 13,883 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $365,000 | -0.3% | 13,883 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $366,000 | -7.6% | 13,883 | -7.5% | 0.00% | -25.0% |
| Q1 2021 | $396,000 | -28.0% | 15,016 | -27.4% | 0.00% | -42.9% |
| Q4 2020 | $550,000 | +73.5% | 20,674 | +72.3% | 0.01% | +40.0% |
| Q3 2020 | $317,000 | -8.6% | 12,001 | -8.6% | 0.01% | -16.7% |
| Q2 2020 | $347,000 | – | 13,134 | – | 0.01% | – |
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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% |