ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 145 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $332,468 | +0.1% | 13,504 | 0.0% | 0.27% | +1.1% |
| Q1 2023 | $332,063 | +100525.2% | 13,504 | 0.0% | 0.26% | +6.9% |
| Q4 2022 | $330 | -99.9% | 13,504 | -3.0% | 0.25% | -5.7% |
| Q3 2022 | $339,000 | -1.7% | 13,922 | 0.0% | 0.26% | +11.5% |
| Q2 2022 | $345,000 | -4.4% | 13,922 | -3.1% | 0.24% | +7.8% |
| Q1 2022 | $361,000 | -3.2% | 14,372 | 0.0% | 0.22% | -3.5% |
| Q4 2021 | $373,000 | -1.3% | 14,372 | 0.0% | 0.23% | -11.0% |
| Q3 2021 | $378,000 | -0.3% | 14,372 | 0.0% | 0.25% | -1.9% |
| Q2 2021 | $379,000 | 0.0% | 14,372 | 0.0% | 0.26% | -10.4% |
| Q1 2021 | $379,000 | -0.8% | 14,372 | 0.0% | 0.29% | -11.9% |
| Q4 2020 | $382,000 | +453.6% | 14,372 | +446.9% | 0.33% | +397.0% |
| Q3 2020 | $69,000 | -52.4% | 2,628 | -52.3% | 0.07% | -58.0% |
| Q2 2020 | $145,000 | +141.7% | 5,507 | +127.5% | 0.16% | +106.6% |
| Q1 2020 | $60,000 | – | 2,421 | – | 0.08% | – |
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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% |