ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $358,115 | -31.9% | 14,481 | -32.2% | 0.04% | -12.5% |
Q2 2023 | $525,785 | -0.4% | 21,356 | -0.5% | 0.05% | -23.8% |
Q1 2023 | $527,972 | +12.7% | 21,471 | +12.0% | 0.06% | +14.5% |
Q4 2022 | $468,327 | -7.8% | 19,178 | -8.1% | 0.06% | -23.6% |
Q3 2022 | $508,000 | +14.9% | 20,864 | +16.8% | 0.07% | +35.8% |
Q2 2022 | $442,000 | – | 17,864 | – | 0.05% | – |
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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% |