ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,120,337 | -21.2% | 168,728 | -21.4% | 2.40% | -25.7% |
| Q3 2022 | $5,227,000 | +0.8% | 214,655 | +2.4% | 3.23% | +1.3% |
| Q2 2022 | $5,187,000 | -4.1% | 209,568 | -2.8% | 3.19% | +7.7% |
| Q1 2022 | $5,411,000 | +4.4% | 215,575 | +7.9% | 2.96% | +3.0% |
| Q4 2021 | $5,182,000 | +14.0% | 199,834 | +15.6% | 2.88% | +6.2% |
| Q3 2021 | $4,545,000 | +6.9% | 172,887 | +7.2% | 2.71% | +5.0% |
| Q2 2021 | $4,251,000 | +3.9% | 161,222 | +4.0% | 2.58% | -4.3% |
| Q1 2021 | $4,093,000 | +5.5% | 155,080 | +6.3% | 2.69% | +1.3% |
| Q4 2020 | $3,879,000 | +9.6% | 145,919 | +9.0% | 2.66% | -8.1% |
| Q3 2020 | $3,540,000 | +44.9% | 133,870 | +44.5% | 2.89% | +43.0% |
| Q2 2020 | $2,443,000 | – | 92,670 | – | 2.02% | – |
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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% |