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 | $350,111 | -14.4% | 13,932 | -14.7% | 0.04% | -21.7% |
| Q1 2024 | $409,117 | +0.6% | 16,332 | 0.0% | 0.05% | -9.8% |
| Q4 2023 | $406,830 | +0.7% | 16,332 | 0.0% | 0.05% | -8.9% |
| Q3 2023 | $403,890 | -3.1% | 16,332 | -3.5% | 0.06% | -6.7% |
| Q2 2023 | $416,887 | -2.7% | 16,933 | -2.9% | 0.06% | -13.0% |
| Q1 2023 | $428,500 | -3.8% | 17,433 | -4.4% | 0.07% | -20.7% |
| Q4 2022 | $445,247 | -7.6% | 18,233 | -7.9% | 0.09% | -14.7% |
| Q3 2022 | $482,000 | -17.7% | 19,799 | -16.3% | 0.10% | -17.7% |
| Q2 2022 | $586,000 | +16.5% | 23,661 | +17.8% | 0.12% | +34.8% |
| Q1 2022 | $503,000 | +5.7% | 20,090 | +8.1% | 0.09% | +19.5% |
| Q4 2021 | $476,000 | – | 18,590 | – | 0.08% | – |
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% |