ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,205 | -99.9% | 295,053 | -25.2% | 3.48% | -27.5% |
| Q3 2022 | $9,606,000 | -1.6% | 394,512 | +0.0% | 4.80% | -1.7% |
| Q2 2022 | $9,762,000 | +5.2% | 394,406 | +6.7% | 4.88% | +9.9% |
| Q1 2022 | $9,280,000 | -7.8% | 369,713 | -4.7% | 4.44% | -6.2% |
| Q4 2021 | $10,060,000 | -1.6% | 387,967 | -0.2% | 4.74% | +0.1% |
| Q3 2021 | $10,224,000 | +3.5% | 388,888 | +3.8% | 4.73% | +5.1% |
| Q2 2021 | $9,879,000 | +2.8% | 374,626 | +2.9% | 4.50% | -4.0% |
| Q1 2021 | $9,611,000 | +4.5% | 364,175 | +5.3% | 4.69% | -1.6% |
| Q4 2020 | $9,195,000 | – | 345,931 | – | 4.76% | – |
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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% |