ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 310 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $222,499 | +1.0% | 8,854 | +0.6% | 0.02% | -5.3% |
| Q1 2024 | $220,404 | +0.9% | 8,799 | +0.4% | 0.02% | -5.0% |
| Q4 2023 | $218,381 | +1.4% | 8,767 | +0.7% | 0.02% | -13.0% |
| Q3 2023 | $215,380 | +3.0% | 8,709 | +2.6% | 0.02% | +4.5% |
| Q2 2023 | $209,080 | +0.6% | 8,492 | +0.4% | 0.02% | -8.3% |
| Q1 2023 | $207,901 | -49.5% | 8,455 | -49.9% | 0.02% | -48.9% |
| Q4 2022 | $411,724 | +101.8% | 16,860 | +101.0% | 0.05% | +62.1% |
| Q3 2022 | $204,000 | -1.4% | 8,390 | +0.3% | 0.03% | +3.6% |
| Q2 2022 | $207,000 | -37.7% | 8,365 | -33.4% | 0.03% | -40.4% |
| Q1 2021 | $332,000 | -24.5% | 12,566 | -24.1% | 0.05% | -28.8% |
| Q4 2020 | $440,000 | -4.6% | 16,548 | -5.2% | 0.07% | -14.3% |
| Q3 2020 | $461,000 | +88.2% | 17,451 | +89.5% | 0.08% | +83.3% |
| Q2 2020 | $245,000 | -42.1% | 9,211 | -44.0% | 0.04% | -40.8% |
| Q4 2019 | $423,000 | – | 16,448 | – | 0.07% | – |
Download | ||||||
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% |