ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,802 | +0.4% | 8,605 | 0.0% | 0.10% | -8.7% |
| Q2 2023 | $211,855 | -5.4% | 8,605 | -5.5% | 0.12% | +1.8% |
| Q1 2023 | $223,892 | +0.7% | 9,105 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $222,344 | -11.8% | 9,105 | -12.1% | 0.11% | -17.5% |
| Q3 2022 | $252,000 | -1.6% | 10,355 | 0.0% | 0.14% | +3.0% |
| Q2 2022 | $256,000 | +46.3% | 10,355 | +48.9% | 0.13% | +68.4% |
| Q1 2022 | $175,000 | -2.8% | 6,955 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $180,000 | -1.6% | 6,955 | 0.0% | 0.08% | -8.1% |
| Q3 2021 | $183,000 | 0.0% | 6,955 | 0.0% | 0.09% | -3.4% |
| Q2 2021 | $183,000 | -8.0% | 6,955 | -7.9% | 0.09% | -15.2% |
| Q1 2021 | $199,000 | -1.0% | 7,555 | 0.0% | 0.10% | -8.7% |
| Q4 2020 | $201,000 | +29.7% | 7,555 | +29.1% | 0.12% | +9.5% |
| Q3 2020 | $155,000 | +42.2% | 5,850 | +41.6% | 0.10% | +31.2% |
| Q2 2020 | $109,000 | +179.5% | 4,130 | +161.4% | 0.08% | +135.3% |
| Q1 2020 | $39,000 | +95.0% | 1,580 | +102.6% | 0.03% | +126.7% |
| Q4 2019 | $20,000 | – | 780 | – | 0.02% | – |
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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% |