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 | $13,657,259 | +0.0% | 543,464 | -0.3% | 0.02% | 0.0% |
| Q1 2024 | $13,654,589 | +21.4% | 545,093 | +20.8% | 0.02% | -28.6% |
| Q4 2023 | $11,243,011 | +15.5% | 451,345 | +14.6% | 0.02% | +61.5% |
| Q3 2023 | $9,737,565 | +15.1% | 393,755 | +14.6% | 0.01% | +18.2% |
| Q2 2023 | $8,456,970 | +31.5% | 343,500 | +31.4% | 0.01% | +22.2% |
| Q1 2023 | $6,428,930 | +105.5% | 261,445 | +104.1% | 0.01% | +80.0% |
| Q4 2022 | $3,128,519 | +33.5% | 128,113 | +33.2% | 0.01% | +25.0% |
| Q3 2022 | $2,343,000 | +89.0% | 96,210 | +92.1% | 0.00% | +100.0% |
| Q2 2022 | $1,240,000 | – | 50,089 | – | 0.00% | – |
Download | ||||||
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% |