ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,649,954 | -25.6% | 304,415 | -25.8% | 0.09% | -21.1% |
Q1 2024 | $10,277,681 | -10.3% | 410,287 | -10.8% | 0.11% | -16.8% |
Q4 2023 | $11,452,106 | -2.4% | 459,743 | -3.1% | 0.14% | -6.2% |
Q3 2023 | $11,734,342 | +29.8% | 474,497 | +29.3% | 0.15% | -1.4% |
Q2 2023 | $9,038,281 | +23.7% | 367,113 | +23.5% | 0.15% | +18.4% |
Q1 2023 | $7,308,847 | +77.6% | 297,229 | +76.4% | 0.12% | +56.2% |
Q4 2022 | $4,115,684 | +102.8% | 168,538 | +102.5% | 0.08% | +77.8% |
Q3 2022 | $2,029,000 | +148.7% | 83,222 | +151.2% | 0.04% | +164.7% |
Q2 2022 | $816,000 | +72.9% | 33,128 | +76.3% | 0.02% | +183.3% |
Q1 2022 | $472,000 | +98.3% | 18,792 | +104.8% | 0.01% | 0.0% |
Q4 2021 | $238,000 | -22.5% | 9,174 | -21.4% | 0.01% | -25.0% |
Q3 2021 | $307,000 | -51.3% | 11,675 | -51.2% | 0.01% | -63.6% |
Q2 2021 | $631,000 | -2.2% | 23,910 | -2.3% | 0.02% | -45.0% |
Q1 2021 | $645,000 | -13.2% | 24,480 | -12.5% | 0.04% | -21.6% |
Q4 2020 | $743,000 | -1.3% | 27,984 | -1.7% | 0.05% | -30.1% |
Q3 2020 | $753,000 | -7.7% | 28,459 | -8.2% | 0.07% | -11.0% |
Q2 2020 | $816,000 | +99.5% | 31,013 | +86.8% | 0.08% | +26.2% |
Q1 2020 | $409,000 | – | 16,600 | – | 0.06% | – |
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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% |