ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,245,048 | +4.2% | 980,515 | +3.7% | 1.40% | +2.3% |
| Q2 2023 | $23,273,361 | +3.0% | 945,494 | +2.9% | 1.37% | -2.8% |
| Q1 2023 | $22,590,574 | -0.7% | 918,689 | -1.3% | 1.41% | -10.6% |
| Q4 2022 | $22,739,149 | +14.6% | 931,153 | +16.0% | 1.58% | +10.3% |
| Q1 2020 | $19,836,000 | -19.6% | 802,412 | -16.5% | 1.43% | -3.3% |
| Q4 2019 | $24,676,000 | -0.9% | 960,513 | -0.9% | 1.48% | -10.0% |
| Q3 2019 | $24,906,000 | -1.4% | 969,488 | -2.2% | 1.64% | +3.9% |
| Q2 2019 | $25,263,000 | -1.2% | 991,496 | -3.5% | 1.58% | -3.7% |
| Q1 2019 | $25,567,000 | -0.9% | 1,027,598 | -4.8% | 1.64% | -16.2% |
| Q4 2018 | $25,787,000 | -0.7% | 1,078,974 | +0.2% | 1.96% | +18.2% |
| Q3 2018 | $25,962,000 | +4.8% | 1,077,249 | +4.7% | 1.66% | -5.0% |
| Q2 2018 | $24,769,000 | +40.7% | 1,029,027 | +42.6% | 1.75% | +34.7% |
| Q1 2018 | $17,605,000 | +150.3% | 721,793 | +157.1% | 1.30% | +139.9% |
| Q4 2017 | $7,033,000 | +7.0% | 280,755 | +7.6% | 0.54% | -3.4% |
| Q3 2017 | $6,572,000 | +5.1% | 260,981 | +4.6% | 0.56% | -1.2% |
| Q2 2017 | $6,252,000 | +4.7% | 249,463 | +3.4% | 0.57% | -1.4% |
| Q1 2017 | $5,974,000 | – | 241,372 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 653,268 | $16,155,318 | 13.05% |
| Ruggaard & Associates LLC | 422,716 | $10,453,767 | 6.22% |
| Keeler Thomas Management LLC | 598,551 | $15,001,301 | 5.55% |
| Paradigm, Strategies in Wealth Management, LLC | 349,637 | $8,646,517 | 5.51% |
| NovaPoint Capital, LLC | 553,121 | $13,678,686 | 5.43% |
| Gateway Advisory, LLC | 1,033,848 | $25,567,054 | 5.21% |
| PFG Private Wealth Management, LLC | 283,060 | $7,000,068 | 5.20% |
| Scissortail Wealth Management, LLC | 263,841 | $6,527,406 | 5.14% |
| Michael S. Ryan, Inc. | 196,272 | $4,861,647 | 4.64% |
| Windsor Capital Management, LLC | 436,410 | $10,792,409 | 3.74% |