ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 361 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,034,887 | +11.4% | 240,147 | +11.0% | 0.04% | +2.6% |
Q1 2024 | $5,417,376 | +7.8% | 216,262 | +7.2% | 0.04% | 0.0% |
Q4 2023 | $5,025,516 | +20.8% | 201,747 | +19.9% | 0.04% | +5.4% |
Q3 2023 | $4,161,714 | -13.3% | 168,286 | -13.7% | 0.04% | -11.9% |
Q2 2023 | $4,802,264 | +0.1% | 195,020 | -0.1% | 0.04% | -8.7% |
Q1 2023 | $4,799,563 | +372.1% | 195,184 | -3.4% | 0.05% | -9.8% |
Q4 2022 | $1,016,577 | -80.8% | 202,104 | -7.1% | 0.05% | -16.4% |
Q3 2022 | $5,297,000 | +4.8% | 217,524 | +6.5% | 0.06% | +35.6% |
Q2 2022 | $5,054,000 | +8.5% | 204,210 | +10.0% | 0.04% | +25.0% |
Q1 2022 | $4,660,000 | -10.5% | 185,658 | -7.5% | 0.04% | -7.7% |
Q4 2021 | $5,204,000 | +3.5% | 200,678 | +4.9% | 0.04% | +21.9% |
Q3 2021 | $5,029,000 | -3.0% | 191,308 | -2.7% | 0.03% | -28.9% |
Q2 2021 | $5,187,000 | -7.5% | 196,683 | -7.4% | 0.04% | -15.1% |
Q1 2021 | $5,608,000 | +5.4% | 212,491 | +6.1% | 0.05% | -3.6% |
Q4 2020 | $5,321,000 | +24.7% | 200,192 | +24.1% | 0.06% | 0.0% |
Q3 2020 | $4,267,000 | +41.7% | 161,340 | +41.2% | 0.06% | +31.0% |
Q2 2020 | $3,012,000 | +34.0% | 114,272 | +25.7% | 0.04% | +2.4% |
Q1 2020 | $2,248,000 | +22.2% | 90,936 | +27.1% | 0.04% | +41.4% |
Q4 2019 | $1,839,000 | +5.9% | 71,572 | +5.9% | 0.03% | +7.4% |
Q3 2019 | $1,736,000 | +10.3% | 67,570 | +9.4% | 0.03% | -3.6% |
Q2 2019 | $1,574,000 | +45.1% | 61,783 | +41.6% | 0.03% | +33.3% |
Q1 2019 | $1,085,000 | +12.2% | 43,622 | +7.9% | 0.02% | -8.7% |
Q4 2018 | $967,000 | +162.1% | 40,441 | +164.3% | 0.02% | +187.5% |
Q3 2018 | $369,000 | -31.8% | 15,300 | -32.1% | 0.01% | -11.1% |
Q2 2018 | $541,000 | +28.5% | 22,544 | +30.5% | 0.01% | -43.8% |
Q1 2018 | $421,000 | -6.4% | 17,281 | -3.9% | 0.02% | -15.8% |
Q4 2017 | $450,000 | -30.2% | 17,991 | -29.9% | 0.02% | +18.8% |
Q3 2017 | $645,000 | +9.5% | 25,677 | +8.6% | 0.02% | 0.0% |
Q2 2017 | $589,000 | +140.4% | 23,651 | +138.4% | 0.02% | +128.6% |
Q1 2017 | $245,000 | – | 9,921 | – | 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% |