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 | $1,852 | +1.5% | 73,711 | +1.2% | 0.30% | -5.1% |
| Q1 2024 | $1,824 | +25.4% | 72,806 | +24.6% | 0.31% | +11.4% |
| Q4 2023 | $1,455 | +1.4% | 58,426 | +0.7% | 0.28% | -7.9% |
| Q3 2023 | $1,435 | +3.6% | 58,026 | +3.2% | 0.30% | +7.0% |
| Q2 2023 | $1,385 | +2.5% | 56,236 | +2.3% | 0.28% | -5.9% |
| Q1 2023 | $1,351 | +64.6% | 54,951 | +63.5% | 0.30% | +54.6% |
| Q4 2022 | $821 | -99.9% | 33,601 | +43.3% | 0.20% | +32.4% |
| Q3 2022 | $571,000 | +3.1% | 23,456 | +4.7% | 0.15% | +5.7% |
| Q2 2022 | $554,000 | -1.4% | 22,396 | 0.0% | 0.14% | +18.6% |
| Q1 2022 | $562,000 | +0.7% | 22,396 | +4.1% | 0.12% | +3.5% |
| Q4 2021 | $558,000 | -1.1% | 21,521 | +0.2% | 0.11% | -5.8% |
| Q3 2021 | $564,000 | +1.1% | 21,471 | +1.4% | 0.12% | -1.6% |
| Q2 2021 | $558,000 | +2.0% | 21,176 | +2.2% | 0.12% | -6.8% |
| Q1 2021 | $547,000 | +5.6% | 20,711 | +6.3% | 0.13% | -1.5% |
| Q4 2020 | $518,000 | +5.9% | 19,486 | +5.5% | 0.13% | -4.3% |
| Q3 2020 | $489,000 | -0.4% | 18,476 | -0.8% | 0.14% | -7.3% |
| Q2 2020 | $491,000 | +6.7% | 18,621 | 0.0% | 0.15% | -13.7% |
| Q1 2020 | $460,000 | -3.8% | 18,621 | 0.0% | 0.18% | +19.0% |
| Q4 2019 | $478,000 | +0.6% | 18,621 | +0.8% | 0.15% | -8.7% |
| Q3 2019 | $475,000 | +0.8% | 18,475 | 0.0% | 0.16% | +5.2% |
| Q2 2019 | $471,000 | +5.6% | 18,475 | +3.1% | 0.15% | +1.3% |
| Q1 2019 | $446,000 | +33.1% | 17,915 | +27.8% | 0.15% | +18.9% |
| Q4 2018 | $335,000 | – | 14,015 | – | 0.13% | – |
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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% |