ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 120 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,135,000 | +889.2% | 160,975 | +881.2% | 1.54% | +854.7% |
| Q2 2019 | $418,000 | +2.5% | 16,406 | 0.0% | 0.16% | +1.3% |
| Q1 2019 | $408,000 | +64.5% | 16,406 | +57.5% | 0.16% | +37.1% |
| Q4 2018 | $248,000 | -31.1% | 10,415 | -28.1% | 0.12% | -37.6% |
| Q2 2017 | $360,000 | +1.1% | 14,490 | +0.6% | 0.19% | -0.5% |
| Q1 2017 | $356,000 | +75.4% | 14,399 | +74.7% | 0.19% | +62.6% |
| Q4 2016 | $203,000 | +76.5% | 8,241 | +82.9% | 0.12% | +62.0% |
| Q3 2016 | $115,000 | – | 4,506 | – | 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% |