ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 91 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,894,459 | +38.4% | 911,041 | +37.9% | 2.28% | +34.4% |
| Q1 2024 | $16,543,446 | +11.6% | 660,417 | +11.0% | 1.70% | +4.4% |
| Q4 2023 | $14,822,898 | +6.8% | 595,058 | +6.1% | 1.63% | -2.7% |
| Q3 2023 | $13,874,420 | -3.2% | 561,036 | -3.6% | 1.67% | -1.1% |
| Q2 2023 | $14,327,978 | -7.2% | 581,965 | -7.3% | 1.69% | -11.7% |
| Q1 2023 | $15,440,209 | +1.6% | 627,906 | +0.9% | 1.91% | -1.1% |
| Q4 2022 | $15,201,645 | +4.9% | 622,508 | +4.6% | 1.94% | -4.8% |
| Q3 2022 | $14,493,000 | -30.9% | 595,186 | -29.8% | 2.03% | -27.7% |
| Q2 2022 | $20,979,000 | -5.6% | 847,653 | -4.2% | 2.81% | +9.5% |
| Q1 2022 | $22,217,000 | -3.3% | 885,126 | -0.1% | 2.57% | +0.0% |
| Q4 2021 | $22,964,000 | -8.1% | 885,597 | -5.6% | 2.56% | -14.6% |
| Q3 2021 | $25,000,000 | 0.0% | 938,040 | +0.6% | 3.00% | -3.8% |
| Q2 2021 | $25,000,000 | +4.2% | 932,541 | +2.6% | 3.12% | -0.3% |
| Q1 2021 | $24,000,000 | +9.1% | 909,269 | +10.5% | 3.13% | -2.9% |
| Q4 2020 | $22,000,000 | +10.5% | 822,555 | +9.2% | 3.23% | -4.1% |
| Q3 2020 | $19,912,000 | +12.9% | 752,947 | +12.5% | 3.36% | +4.3% |
| Q2 2020 | $17,639,000 | +22.0% | 669,146 | +14.4% | 3.22% | -4.5% |
| Q1 2020 | $14,456,000 | -18.6% | 584,795 | -15.4% | 3.38% | -13.0% |
| Q4 2019 | $17,755,000 | +17.6% | 691,141 | +17.6% | 3.88% | +8.1% |
| Q3 2019 | $15,103,000 | +21.8% | 587,906 | +20.8% | 3.59% | +21.6% |
| Q2 2019 | $12,398,000 | +47.1% | 486,597 | +43.7% | 2.95% | +37.3% |
| Q1 2019 | $8,428,000 | – | 338,728 | – | 2.15% | – |
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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% |