ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,525 | -8.4% | 458,601 | -8.7% | 0.05% | -11.5% |
| Q1 2024 | $12,587 | +30.6% | 502,459 | +29.9% | 0.06% | +17.3% |
| Q4 2023 | $9,636 | +43.0% | 386,837 | +41.9% | 0.05% | +26.8% |
| Q3 2023 | $6,740 | +379.4% | 272,545 | +377.2% | 0.04% | +355.6% |
| Q2 2023 | $1,406 | +53.3% | 57,110 | +53.2% | 0.01% | +50.0% |
| Q1 2023 | $917 | +555.0% | 37,290 | +549.8% | 0.01% | +500.0% |
| Q4 2022 | $140 | -99.9% | 5,739 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $140,000 | -36.7% | 5,739 | -35.8% | 0.00% | -50.0% |
| Q2 2022 | $221,000 | +1909.1% | 8,939 | +1922.4% | 0.00% | – |
| Q1 2022 | $11,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | -8.3% | 442 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q3 2019 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q2 2019 | $12,000 | 0.0% | 442 | 0.0% | 0.00% | – |
| Q1 2019 | $12,000 | -77.4% | 442 | -80.0% | 0.00% | -100.0% |
| Q4 2018 | $53,000 | -56.9% | 2,206 | -56.8% | 0.00% | -66.7% |
| Q3 2018 | $123,000 | -40.3% | 5,102 | -40.4% | 0.00% | -57.1% |
| Q2 2018 | $206,000 | – | 8,560 | – | 0.01% | – |
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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% |