ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 124 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,653,599 | +1.9% | 264,767 | +1.6% | 1.21% | -4.1% |
| Q1 2024 | $6,526,732 | -1.4% | 260,548 | -1.9% | 1.26% | -4.5% |
| Q4 2023 | $6,616,518 | -1.4% | 265,617 | -2.1% | 1.32% | -11.5% |
| Q3 2023 | $6,711,759 | +13.3% | 271,401 | +11.9% | 1.49% | +5.1% |
| Q2 2023 | $5,922,732 | 0.0% | 242,536 | 0.0% | 1.42% | -1.3% |
| Q1 2023 | $5,922,732 | 0.0% | 242,536 | 0.0% | 1.44% | +0.3% |
| Q4 2022 | $5,922,732 | +9.6% | 242,536 | +8.9% | 1.43% | +2.7% |
| Q3 2022 | $5,405,000 | +16.6% | 222,695 | +19.2% | 1.39% | +20.2% |
| Q2 2022 | $4,636,000 | +60.6% | 186,852 | +62.5% | 1.16% | +74.8% |
| Q1 2022 | $2,886,000 | -4.9% | 114,994 | -1.7% | 0.66% | -8.6% |
| Q4 2021 | $3,034,000 | -4.5% | 117,026 | -3.2% | 0.72% | -13.5% |
| Q3 2021 | $3,178,000 | +25.3% | 120,873 | +25.7% | 0.84% | +26.0% |
| Q2 2021 | $2,537,000 | +9.7% | 96,191 | +9.8% | 0.66% | -0.3% |
| Q1 2021 | $2,312,000 | +30.3% | 87,604 | +31.2% | 0.67% | +18.3% |
| Q4 2020 | $1,774,000 | +6.9% | 66,755 | +6.3% | 0.56% | +74.1% |
| Q3 2020 | $1,660,000 | +42.2% | 62,777 | +41.8% | 0.32% | -26.5% |
| Q2 2020 | $1,167,000 | +35.2% | 44,268 | +26.8% | 0.44% | +5.5% |
| Q1 2020 | $863,000 | +109.5% | 34,912 | +117.7% | 0.42% | +150.3% |
| Q4 2019 | $412,000 | +6.7% | 16,038 | +6.7% | 0.17% | +26.5% |
| Q3 2019 | $386,000 | +484.8% | 15,031 | +480.6% | 0.13% | +407.7% |
| Q2 2019 | $66,000 | – | 2,589 | – | 0.03% | – |
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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% |