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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $392,113 | -5.7% | 15,741 | -6.4% | 0.01% | -16.7% |
| Q3 2023 | $415,706 | +24.2% | 16,810 | +23.6% | 0.01% | +20.0% |
| Q2 2023 | $334,730 | -45.1% | 13,596 | -45.2% | 0.01% | -50.0% |
| Q1 2023 | $609,615 | +10.3% | 24,791 | +9.5% | 0.01% | 0.0% |
| Q4 2022 | $552,701 | +42.4% | 22,633 | +42.0% | 0.01% | 0.0% |
| Q3 2022 | $388,000 | -57.5% | 15,938 | -56.8% | 0.01% | -52.4% |
| Q2 2022 | $913,000 | -4.4% | 36,907 | -3.0% | 0.02% | +10.5% |
| Q1 2022 | $955,000 | -9.5% | 38,066 | -6.4% | 0.02% | -9.5% |
| Q4 2021 | $1,055,000 | -7.4% | 40,675 | -6.1% | 0.02% | -4.5% |
| Q3 2021 | $1,139,000 | +0.5% | 43,308 | +0.8% | 0.02% | -18.5% |
| Q2 2021 | $1,133,000 | -3.7% | 42,966 | -3.7% | 0.03% | -15.6% |
| Q1 2021 | $1,177,000 | +0.5% | 44,611 | +1.2% | 0.03% | -15.8% |
| Q4 2020 | $1,171,000 | +0.8% | 44,062 | +0.3% | 0.04% | -13.6% |
| Q3 2020 | $1,162,000 | +11.0% | 43,929 | +10.6% | 0.04% | -2.2% |
| Q2 2020 | $1,047,000 | -25.4% | 39,711 | -30.0% | 0.04% | -40.0% |
| Q1 2020 | $1,403,000 | +57.5% | 56,751 | +64.0% | 0.08% | +97.4% |
| Q4 2019 | $891,000 | +6.8% | 34,614 | +6.8% | 0.04% | +2.7% |
| Q3 2019 | $834,000 | +29.9% | 32,409 | +28.0% | 0.04% | +27.6% |
| Q2 2019 | $642,000 | +177.9% | 25,315 | +171.2% | 0.03% | +163.6% |
| Q1 2019 | $231,000 | +4.1% | 9,336 | +2.4% | 0.01% | -15.4% |
| Q1 2018 | $222,000 | -13.6% | 9,117 | -11.1% | 0.01% | -18.8% |
| Q4 2017 | $257,000 | – | 10,251 | – | 0.02% | – |
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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% |