ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $725,970 | -1.3% | 28,889 | -1.6% | 0.16% | +1.3% |
| Q1 2024 | $735,613 | +0.6% | 29,366 | +0.0% | 0.15% | -7.3% |
| Q4 2023 | $731,176 | +0.8% | 29,353 | +0.1% | 0.16% | -10.8% |
| Q3 2023 | $725,306 | +0.5% | 29,329 | +0.1% | 0.18% | +2.8% |
| Q2 2023 | $721,670 | +0.2% | 29,312 | +0.1% | 0.18% | -5.8% |
| Q1 2023 | $720,397 | +0.7% | 29,296 | +0.0% | 0.19% | -6.4% |
| Q4 2022 | $715,161 | -4.0% | 29,286 | -4.3% | 0.20% | -10.1% |
| Q3 2022 | $745,000 | -1.6% | 30,594 | +0.0% | 0.23% | +3.2% |
| Q2 2022 | $757,000 | -4.3% | 30,583 | -3.0% | 0.22% | +4.8% |
| Q1 2022 | $791,000 | -3.4% | 31,519 | -0.2% | 0.21% | -1.4% |
| Q4 2021 | $819,000 | -18.0% | 31,597 | -16.9% | 0.21% | -24.5% |
| Q3 2021 | $999,000 | – | 38,011 | – | 0.28% | – |
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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% |