ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,975,856 | -3.7% | 237,798 | -4.0% | 1.13% | -7.3% |
| Q1 2024 | $6,204,316 | -1.0% | 247,677 | -1.5% | 1.22% | -10.4% |
| Q4 2023 | $6,265,613 | +15.0% | 251,530 | +14.2% | 1.36% | +5.4% |
| Q3 2023 | $5,446,832 | +4.5% | 220,251 | +4.0% | 1.29% | +5.6% |
| Q2 2023 | $5,212,301 | +4.4% | 211,710 | +4.3% | 1.22% | -4.5% |
| Q1 2023 | $4,991,548 | +51.1% | 202,991 | +50.0% | 1.28% | +36.6% |
| Q4 2022 | $3,304,295 | +68.6% | 135,311 | +68.1% | 0.94% | +59.6% |
| Q3 2022 | $1,960,000 | +120.7% | 80,491 | +124.3% | 0.59% | +128.4% |
| Q2 2022 | $888,000 | +107.0% | 35,891 | +110.1% | 0.26% | +149.5% |
| Q1 2022 | $429,000 | +44.9% | 17,085 | +49.7% | 0.10% | +45.1% |
| Q4 2021 | $296,000 | – | 11,410 | – | 0.07% | – |
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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% |